Review Docsumo cases during deal follow-up
Bring a deal follow-up request to Notis and retrieve cases for the relevant Docsumo agent case type to support your next decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List External Agent Cases
Lists cases for an external agent case type.
Why this helps
Case status can get overlooked when follow-up context lives in Affinity and processing work lives in Docsumo.
- Bring a Docsumo case list into a deal follow-up routine.
- Use supported filters and pagination in the action as applicable.
- Keep the agent case type explicit in the request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation that describes which agent cases to review and why.
- 3Pick a webhook trigger and include the Docsumo agent case type and any needed filters.
- 4Choose where run reports go.
- 5Test with one real case review and verify the returned cases.
Questions about this workflow
Can this look up cases without an agent case type?
No. The action requires a specific external agent case type. Include it in the request or prompt.
Does this change a case stage or assignee?
No. The listed action retrieves cases and supports filtering; it does not update them.
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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