Get a focused view of external agent cases
When case review is needed, ask Notis for the relevant cases and get a summary without manually paging through lists.
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
Case review can stall when the right agent and filters are hard to keep in view across tools.
- Retrieve cases for a specific external agent case type.
- Use supported filters such as stage, assignee, workflow state, or date range.
- Summarize the case list in the context of related Agiled work.
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 which case review you need.
- 3In one instruction, ask Notis to list cases for the specified external agent and case type using the filters provided in the request.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example by sending an HTTP request with the agent, case type, and review filters.
Questions about this workflow
Can the workflow find the agent and case type automatically?
The action needs a specific external agent case type. Include the required identifier in the request or instruction.
Which filters are supported?
The action supports optional filtering by stage, assignee, workflow state, and date ranges, plus pagination and sorting.
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.
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Get User Document Types
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MCA Analysis
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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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