Keep new document work visible
A completed document workflow can leave files ready for review. Have Notis check Docsumo and bring the relevant documents back into view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List All Documents
Lists documents in the account.
Why this helps
Files can disappear into storage after a workflow, leaving founders to remember where they went and what needs a closer look.
- See relevant Docsumo documents after an ActiveMerge workflow runs.
- Get a concise review prompt without switching apps to search manually.
- Use a webhook request as the workflow trigger.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docsumo once in the Notis portal.
- 2Create an automation with a name and prompt from any channel, or in Automations, New Automation.
- 3Tell Notis to review Docsumo's document list after an ActiveMerge workflow and summarize files that may need attention.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real ActiveMerge webhook request and confirm the summary is useful.
Questions about this workflow
Does ActiveMerge provide a trigger event for this workflow?
No. Notis starts it with a webhook request sent by an external tool or custom backend.
Can Notis find newly added files by itself?
The listed Docsumo action returns a comprehensive document list. Ask Notis to identify relevant items from the returned data; supply any missing history or comparison baseline in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsumo. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
ActiveMerge and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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