Keep partner onboarding paperwork moving
When onboarding needs a document check, start a focused review and get the relevant items summarized for the next step.
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
Partner onboarding stalls when paperwork checks are scattered across tools and depend on someone remembering to revisit them.
- Start a review when an onboarding check is needed.
- Summarize available documents against your own checklist.
- Make follow-up items easier to act on.
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.
- 3Describe the partner onboarding document criteria and desired follow-up summary in one instruction.
- 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 workflow know which partner is onboarding?
Only if the webhook request or other available context supplies that information. The listed document action does not specify partner matching.
Can it confirm all checklist requirements are met?
It can compare returned document information against a checklist you provide, but should report missing evidence rather than assume a requirement is satisfied.
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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