Create a blank Docsumo row when a new entry is requested
Give each entry request a ready blank row in the selected Docsumo table.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Table Row
Adds an empty row to the end of a database table.
Why this helps
A data capture request can be delayed by the small but easy to forget step of creating a new row.
- Start row preparation from an incoming request.
- Append the row to a specified table in Docsumo.
- Receive confirmation details in your chosen run report channel.
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 for new entries.
- 3Tell Notis to append a new empty row to that specified table when the request arrives.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and confirm the blank row appears in the correct table.
Questions about this workflow
Will this fill the row from the request?
No. The listed action adds a blank row with empty fields.
Can the request choose the table?
Identify the intended table in the automation instruction. The provided action is for a specified table.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.