Check configured Docsumo agents before routing work
See which external agents are configured before deciding how to handle a document request.
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
Choosing a processing route without knowing which external agents are configured can lead to extra checks and delays.
- Retrieve the external agents configured in Docsumo.
- Compare returned agent information with the request's stated needs.
- Give the team a clear report to inform its next step.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to list configured Docsumo external agents and summarize options relevant to the incoming request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the report only draws conclusions supported by returned information.
Questions about this workflow
Does this assign work to an external agent?
No. The action lists configured external agents. It does not assign or start processing.
Can it determine which agent is the best fit?
It can compare returned agent information to criteria you provide. If the returned information does not establish a fit, the report should say that.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docsumo. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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