Keep customer contract paperwork together from the start
When a customer's details are validated, Notis can prepare a Docsumo folder so contract paperwork has an obvious home.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Folder
Creates a folder for organizing documents.
Why this helps
Customer paperwork gets scattered when folder setup is left until after onboarding.
- Create a folder when the customer record has validated contact details.
- Keep the folder name tied to customer details present in the webhook request.
- Avoid a separate manual filing step during onboarding.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Docsumo once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3Tell Notis to create a Docsumo folder for a customer when the webhook includes successful Addressfinder validation.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real validated customer example.
Questions about this workflow
Does Addressfinder send a built-in trigger event to Notis?
No Addressfinder trigger event is listed here. This workflow starts when an HTTP request reaches the Notis webhook with the validation result.
Can the workflow extract contract details?
No. Its Docsumo action creates a folder; document extraction is not among the available actions for this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Docsumo. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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