Keep a current reference of configured processing agents
A recurring agent inventory gives you a simple reference when planning document work across your active deals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get External Agents
Lists external agents configured for document or case processing.
Why this helps
Configured processing options are easy to forget when document work is spread across customer records and tools.
- Create a recurring snapshot of configured agents.
- Support process planning with a current inventory.
- Reduce manual portal checks.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docsumo once in the Notis portal.
- 2Create an automation to retrieve configured Docsumo external agents and summarize the inventory for operations planning.
- 3Pick a Notis cron schedule for the snapshot.
- 4Choose where run reports should go, then test with one real result.
Questions about this workflow
Does this confirm agents are actively processing cases?
No. It retrieves the configured agent list, not activity or case status.
Can it compare the inventory with last time?
Only if a prior result is available to the automation. The action itself returns the current configured agent list.
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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