See agent case work that may need follow-up
A scheduled digest can summarize the case details you care about, so follow-up planning starts with a focused view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List External Agent Cases
Lists cases for an external agent case type.
Why this helps
Keeping track of case queues adds recurring mental overhead and can leave customer updates waiting.
- Review a specified case type on a predictable cadence.
- Focus on stage, assignee, workflow state, or date range.
- Prepare customer follow-up from a concise case report.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docsumo once in the Notis portal.
- 2Create an automation that lists cases for the specified agent case type and summarizes the filters relevant to follow-up.
- 3Pick a Notis cron schedule for the digest.
- 4Choose where run reports should go, then test with one real case type and filter.
Questions about this workflow
Can it check every agent case type?
The action lists cases for a specific external agent case type. Provide the case type you want reviewed.
Does it send customer updates?
No. It returns cases for review; sending customer messages is not part of the listed action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docsumo. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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