Find the documents tied to an intake request
Send a keyword with your intake webhook and get a focused summary of likely Docsumo matches.
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 a document by hand takes time when intake details and document records live in separate systems.
- Search the returned document list against a supplied keyword.
- Get likely matches and visible statuses in one report.
- Avoid manual scanning for routine intake lookups.
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: use the keyword in the webhook request to find likely matches in Docsumo's document list and summarize them.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real request containing a keyword that matches a known document.
Questions about this workflow
Where does the keyword come from?
Include it in the webhook request or otherwise provide it in the automation's run context.
Are matches guaranteed exact?
No. The document list action returns records for Notis to analyze. Use distinct identifiers when possible and review the results.
Will this return documents outside Docsumo?
No. It searches the comprehensive list returned from your Docsumo account.
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.
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.
AimTell and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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