Get an external agent case review when needed
Request a case review when you need it, then examine the Docsumo cases and filters returned in the run report.
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
Case reviews can require several context switches when the agent, case type, and review criteria are not gathered together.
- Start a case list request from an HTTP request.
- Use a supplied case type and any supported filtering criteria.
- Review returned cases in a Notis report.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to list cases for the supplied external agent case type and apply only filters included in the request.
- 4Pick a webhook as the trigger and choose where run reports go.
- 5Test with one real example and verify the case type and returned results.
Questions about this workflow
What details must the request include?
Provide the specific external agent case type required by Docsumo. Include optional stage, assignee, workflow state, or date criteria only when you want those filters applied.
Can Notis review all agent cases without a case type?
The action is for a specific external agent case type. The workflow needs that identifier from you or the request context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Docsumo. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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