See which Docsumo agents are configured
When a prospect handoff needs a processing readiness check, ask Notis to list the external agents configured in Docsumo.
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
People lose time asking around to learn which external agents are configured for document or case processing.
- Make configured agent information easier to retrieve.
- Support clearer prospect document handoffs.
- Avoid manual dashboard checks for agent availability.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docsumo once in the Notis portal.
- 2Create an automation and describe what agent information to report.
- 3Ask Notis to retrieve the configured external agents when a request arrives.
- 4Choose the webhook trigger and a run report destination.
- 5Test with one real request and check the resulting list.
Questions about this workflow
Does this create or assign an agent case?
No. This action lists configured external agents. Case listing is a separate action and requires a specific agent casetype.
What starts this workflow?
An HTTP request to the Notis webhook starts it. No Aeroleads event trigger is listed here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docsumo. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.