See which document records may need a fresh contact check
Notis can review the Docsumo document list on a schedule and highlight records that need attention using Addressfinder results you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Documents
Lists documents in the account.
Why this helps
Contact details in document records can go stale, and checking them one by one is easy to postpone.
- Get a scheduled review of documents available in Docsumo.
- Surface records whose supplied contact details need validation or follow-up.
- Send a concise run report to a channel you already check.
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 list Docsumo documents and compare relevant contact details with Addressfinder results you provide, reporting records that need review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real document example and its corresponding validation result.
Questions about this workflow
Does this workflow validate every document directly in Addressfinder?
No. It can analyze Addressfinder results supplied to the workflow, but the available Docsumo action only lists documents.
What happens if validation history is not supplied?
Notis can review the document list, but it cannot infer past validation results. Include the relevant Addressfinder results if you want comparison against them.
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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