Investigate commission questions with document context
Start a focused review when a partner commission needs a closer look, and have Notis summarize the relevant Docsumo documents.
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
Investigating a commission means switching between affiliate activity and scattered supporting paperwork.
- Start a review when an investigation is needed.
- Use the Docsumo document list as the source for the review.
- Get a concise summary of documents and open questions.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, describe the commission issue and what Notis should look for in Docsumo documents.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example and review the run report.
Questions about this workflow
What starts the automation?
An HTTP request starts the Notis webhook. Adtraction does not provide a listed trigger event for this workflow.
Does the workflow prove a commission is correct?
No. It summarizes available documents for review. The apps' listed actions do not verify commission calculations or link a document to a specific Adtraction transaction automatically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Docsumo. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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