Find a Docsumo document from a request
Send a request to Notis when you need to look up documents, then review the returned results in a run report.
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 specific document can interrupt focused work when you have to open Docsumo and search manually.
- Start a lookup with an HTTP request.
- Review matching documents without a separate manual search.
- Summarize only criteria and details supplied in the request or returned by Docsumo.
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 Docsumo documents matching the search details supplied with the request and summarize the results.
- 4Pick a webhook as the trigger and choose where run reports go.
- 5Test with one real example and confirm the returned results match your request.
Questions about this workflow
What can I include in the request?
Include the search details you want Notis to use, such as a keyword or date range, when supported by the Docsumo action. Results depend on the action's available filters and returned data.
Does the webhook upload a document?
No. The available Docsumo action lists documents; it does not upload or process a new file.
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.
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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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