Create a folder when a new category is ready
Turn a clear intake request into a Docsumo folder without stopping to organize files by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Folder
Creates a folder for organizing documents.
Why this helps
New document categories can be agreed in project work but never set up in the document workspace.
- Create a Docsumo folder from a webhook-started request.
- Keep new intake categories organized as work begins.
- Reduce a small but easy-to-forget setup task.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create a folder for an intake request.
- 3In one instruction, say to create a Docsumo folder using the category included in the request and summarize the result for the related Agiled work.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example by sending an HTTP request with a folder category.
Questions about this workflow
Does Agiled automatically trigger this workflow?
Agiled exposes no trigger events in this setup. The workflow starts when an HTTP request reaches the Notis webhook.
What information should the request include?
Include the folder category or name and any context Notis needs to relate the result to your Agiled work.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docsumo. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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