Bring table records into a focused review
Retrieve the rows from a specified Docsumo table when you need to check records as part of a project or finance decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Table Data
Retrieves all data from a specified database table.
Why this helps
Useful records can be buried in a custom table when a decision needs them quickly.
- Retrieve data from a specified Docsumo table.
- Start the review when a decision needs it.
- Get a concise summary alongside the Agiled context you provide.
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 table review you need.
- 3In one instruction, ask Notis to retrieve the specified Docsumo table data and summarize records against the Agiled decision context in the request.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example by sending an HTTP request that identifies the table and review context.
Questions about this workflow
Does this action search all Docsumo tables?
No. It retrieves data from a specific table using its unique identifier, which must be supplied or otherwise available to the workflow.
Can it change table rows?
No. This action retrieves table data. It does not edit 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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