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Notis

Find a table record from a webhook request

Send a lookup clue with your webhook and let Notis search the specified Docsumo table data.

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

Answering routine record questions often means locating the right table and searching it manually.

  • Turn a lookup request into a targeted table search.
  • Summarize likely matching rows for quick review.
  • Reduce repeated manual table browsing.

Setup

Build it in a few focused steps.

  • 1Connect AimTell and Docsumo once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3Describe the outcome: retrieve the Docsumo table you specify and find records that match the lookup clue supplied in the webhook request.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real request and a known record in the selected table.

Questions about this workflow

What does the request need to include?

Include a lookup clue and provide the table identifier required by the action.

Will it return a guaranteed unique record?

Only if the supplied clue and returned data identify one clearly. The workflow should report ambiguity when multiple rows match.

Does this add or edit rows?

No. It retrieves table data only.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AimTell to Docsumo. A trigger fires from one place; an action lands in another.

AimTell triggers

Docsumo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Table Row

Adds an empty row to the end of a database table.

ActionInstant

Get User Document Types

Lists the user’s available document types and limits.

ActionInstant

Create Folder

Creates a folder for organizing documents.

ActionInstant

MCA Analysis

Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.

ActionInstant

Delete Table

Permanently deletes one or more database tables.

ActionInstant

Get External Agents

Lists external agents configured for document or case processing.

ActionInstant

Get Table Data

Retrieves all data from a specified database table.

ActionInstant

Connect any two apps with Notis in the middle.

AimTell and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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