Know which external agents are configured
Check your Docsumo agent inventory before planning a document or case process for affiliate operations.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get External Agents
Lists external agents configured for document or case processing.
Why this helps
Planning work around an agent that is not configured creates unnecessary handoffs and delays.
- Retrieve configured external agents on demand.
- Review the agent inventory before planning a process.
- Avoid assuming an agent exists when it is not listed.
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.
- 3Ask Notis to list configured external agents and summarize relevant information for your affiliate workflow.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example and review the run report.
Questions about this workflow
Does this check agent performance?
No. The action lists configured external agents. It does not describe performance metrics or processing outcomes.
Can this workflow assign a case to an agent?
No. The listed action retrieves agent information; it does not assign cases or process documents.
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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