Check available Docsumo agents for a deal
Before planning document processing around a deal, ask Notis to retrieve which external agents are 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
Planning document work is harder when you have to leave the deal workflow just to check which processing agents are available.
- Retrieve configured Docsumo external agents in a deal planning flow.
- Avoid guessing which agents are available.
- Use the run report to identify the next manual decision.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation with one instruction to check Docsumo agent availability for the deal task.
- 3Pick a webhook trigger and include the deal task context.
- 4Choose where run reports go.
- 5Test with one real processing request and review the agent list.
Questions about this workflow
Does this assign a case to an agent?
No. The listed action only retrieves configured external agents; it does not assign or process a case.
Does the result prove an agent supports a particular document type?
Not necessarily. The action returns configured agent information. Verify any needed capability against the returned details or your Docsumo setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docsumo. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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