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Notis

Give every verified vendor a clear place for documents

Send verified vendor details to Notis and create a Docsumo folder without stopping to organize it by hand.

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

Vendor documents arrive before there is a clear, consistent place to file them.

  • Create a dedicated folder when a vendor's details pass validation.
  • Use verified business or contact details to give the folder a recognizable name.
  • Reduce manual filing during vendor 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.
  • 3In one instruction, ask Notis to create a Docsumo folder for each vendor whose Addressfinder details are verified.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real verified vendor example.

Questions about this workflow

What starts this workflow?

A webhook request starts it. Configure the connected process that receives Addressfinder results to send the verified vendor details to the Notis webhook.

Does this workflow upload vendor documents?

No. The selected Docsumo action creates a folder. It does not upload documents.

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.

TriggerScheduled

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Table Row

Adds an empty row to the end of a database table.

ActionInstant

Get User Document Types

Lists the user’s available document types and limits.

ActionInstant

Create Folder

Creates a folder for organizing documents.

ActionInstant

MCA Analysis

Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.

ActionInstant

Delete Table

Permanently deletes one or more database tables.

ActionInstant

Get External Agents

Lists external agents configured for document or case processing.

ActionInstant

Get Table Data

Retrieves all data from a specified database table.

ActionInstant

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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