Carry out a deliberate Docsumo table cleanup
When a table cleanup has been decided, send an explicit request to remove the specified table or tables and record the run result.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Table
Permanently deletes one or more database tables.
Why this helps
Cleanup decisions can linger when the action requires another tool switch and a separate manual step.
- Act on an explicit table cleanup request.
- Remove one or more specified database tables.
- Keep a run report of the cleanup action.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docsumo once in the Notis portal.
- 2Create an automation that deletes only the Docsumo table identifiers explicitly supplied in a cleanup request.
- 3Pick the Notis webhook trigger after the cleanup decision is made.
- 4Choose where run reports should go, then test the request using a suitable noncritical table.
Questions about this workflow
Can the workflow decide which tables are safe to delete?
No. Supply the table identifiers only after the cleanup decision is made; the action permanently removes specified tables.
Does an Agile CRM event trigger the deletion?
Agile CRM has no trigger events listed here. Start the workflow with an explicit Notis webhook request.
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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