Create a Docsumo folder when a category is needed
When a new category needs a place in Docsumo, send a request and let Notis create the folder.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Folder
Creates a folder for organizing documents.
Why this helps
Folder setup can become a small but disruptive task that is easy to defer until documents arrive.
- Create a folder from a request supplied through a webhook.
- Organize documents by category or type.
- Get the action result in the Notis run 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 create a Docsumo folder using the category name supplied with the request.
- 4Pick a webhook as the trigger and choose where run reports go.
- 5Test with one real example and confirm the folder was created in Docsumo.
Questions about this workflow
Does the automation decide which documents go in the folder?
No. The available action creates a folder. It does not move or route documents into it.
Where does the folder name come from?
Provide the desired category or type name with the webhook request so Notis has a name to use.
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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