See which external agents are configured for processing
Check the agents already configured in Docsumo before you plan a document workflow for a deal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get External Agents
Lists external agents configured for document or case processing.
Why this helps
Choosing a processing route without knowing the configured agents adds unnecessary investigation and uncertainty.
- Retrieve the configured external agents on demand.
- Make deal workflow planning more informed.
- Avoid repeated manual checks of agent availability.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docsumo once in the Notis portal.
- 2Create an automation that lists configured Docsumo external agents and summarizes options relevant to the deal context.
- 3Pick the Notis webhook trigger when a processing route needs review.
- 4Choose where run reports should go, then test with one real deal request.
Questions about this workflow
Does this list the cases handled by each agent?
No. This action lists configured external agents. Listing cases requires the separate List External Agent Cases action and a specific case type.
Will the workflow select and run an agent?
No. The listed action retrieves agent information only.
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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