Find relevant Docsumo table records when asked
Bring a targeted table lookup into the request that needs the information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Table Data
Retrieves all data from a specified database table.
Why this helps
A quick question about a table can turn into a context switch and a manual search through records.
- Start a table review with an incoming HTTP request.
- Keep the request's search context with the results.
- Summarize returned records that match criteria you specify.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docsumo once in the Notis portal.
- 2Create an automation and identify the Docsumo table to query.
- 3Tell Notis to retrieve the specified table data and summarize records relevant to the request using only returned fields.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example request.
Questions about this workflow
Can it search every table automatically?
The action retrieves data from a specific table. Identify the table in the instruction.
Can it find a record based on request details?
It can compare request details with returned table fields when those fields are available.
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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