Check agent cases when a deal needs a status update
Ask Notis for cases under the relevant Docsumo agent case type, then review available stage, assignee, workflow state, or date details.
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
Finding a case update can require switching tools and remembering which agent queue to inspect.
- Retrieve cases for a specified agent case type.
- Use available filtering to focus a review.
- Bring case status details into a concise 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 supplied Docsumo agent case type and summarizes the requested status details.
- 3Pick the Notis webhook trigger when a deal needs a case check.
- 4Choose where run reports should go, then test with one real case type.
Questions about this workflow
What must I provide for the lookup?
The action requires a specific external agent case type. Supply that identifier or context in the request.
Can cases be filtered?
The action supports optional filtering by stage, assignee, workflow state, or date ranges, with pagination and sorting.
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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