Review related Docsumo cases after a CMS change
Bring a CMS change and the relevant Docsumo case list into one focused review.
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
A content change can prompt follow-up across external-agent cases, but that work is easy to overlook.
- Start a case review from a CMS change notification sent to a webhook.
- Retrieve cases for the specified Docsumo external agent case type.
- Receive a report of cases that may need follow-up based on the supplied change context.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Docsumo once in Notis.
- 2Create an automation that reviews the relevant Docsumo cases using the CMS change context you provide.
- 3Choose a webhook trigger and send the change context to it.
- 4Choose where run reports go, then test with one real change and case type.
Questions about this workflow
Does the workflow discover the case type automatically?
No. The Docsumo action requires a specific external agent case type; include the relevant type in the prompt or webhook context.
Does the webhook come directly from an Agility CMS trigger?
Agility CMS exposes no trigger events in this package. The workflow starts with a Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docsumo. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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