Check configured Docsumo agents when a request arrives
See the available configured agents in the context of the work request that prompted the check.
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 path can pause while someone checks which external agents are configured.
- Fetch the current configured external agent list on demand.
- Keep the request details with the returned inventory.
- Avoid a separate manual lookup during triage.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docsumo once in the Notis portal.
- 2Create an automation and describe the agent availability report you want.
- 3Tell Notis to retrieve Docsumo external agents and summarize the returned list in the context of the request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example request.
Questions about this workflow
Does this assign a case to an agent?
No. It lists external agents configured in Docsumo.
Can it confirm an agent supports a specific case type?
Only if that capability is present in the returned information or supplied in the request context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docsumo. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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