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Notis

Check partner intake coverage first

Know whether a partner feed fits your current Docsumo setup before onboarding work begins.

Trigger

Webhook received

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

Action

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

Why this helps

Partner onboarding drags when document compatibility is discovered after implementation starts.

  • Shorten partner qualification
  • Identify compatibility gaps early
  • Avoid rework during onboarding

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Docsumo once in Notis.
  • 2Create an automation for the partner coverage check.
  • 3Choose a webhook trigger.
  • 4Choose the report destination.
  • 5Test with one partner document list.

Questions about this workflow

What should the webhook include?

Include the partner intake context needed for Notis to compare against Docsumo enabled document types.

Does this change partner settings?

No. It provides a coverage report for your onboarding decision.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 0CodeKit to Docsumo. A trigger fires from one place; an action lands in another.

0CodeKit 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

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

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

TriggerInstant

Get User Document Types

Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.

ActionInstant

MCA Analysis

Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.

ActionInstant

Connect any two apps with Notis in the middle.

0CodeKit and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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