Bring a Docsumo case review into the request that needs it
Check cases in Docsumo as soon as a case review request reaches your Notis webhook.
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
A request to check a case can get lost between the person asking and the person searching Docsumo.
- Start case review from an incoming request.
- Use supported stage, assignee, workflow state, or date criteria described in the instruction.
- Keep returned case details with the request context.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docsumo once in the Notis portal.
- 2Create an automation and specify the external agent case type to review.
- 3Tell Notis to list cases for that type using any supported criteria included in your instruction, then summarize the returned records with the request context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example request.
Questions about this workflow
Does Agenty provide a native case trigger here?
No source trigger events are listed. The workflow starts from the Notis webhook receiving an HTTP request.
Can the webhook select any case type dynamically?
The listed action requires a specific external agent case type. Keep the type in the automation instruction unless your setup explicitly supports supplying it through 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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