Get the document list you need for a project review
Ask for a focused document review when a project or invoice question comes up, then get the relevant list summarized.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List All Documents
Lists documents in the account.
Why this helps
Finding the right document list often means pausing project work to search a separate workspace.
- Start a document list review with an HTTP request.
- Focus the report on criteria included in the request.
- Keep the resulting summary close to Agiled project context.
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 the outcome you want from a document review.
- 3In one instruction, ask Notis to retrieve Docsumo documents matching the criteria supplied in the request and summarize them for the named Agiled work.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example by sending an HTTP request containing the review criteria.
Questions about this workflow
Can the webhook filter documents by any field?
The action can retrieve documents by type, status, creation date, folder, or keyword. The report depends on what the action returns and the criteria in your request.
Will this update the Agiled project?
The available Docsumo action retrieves documents. The workflow can report findings, but this action does not update Agiled records.
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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