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Confirm a supported intake set

Check the categories you plan to accept while the intake decision is still easy to change.

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

Intake teams discover category mismatches after commitments have already been made.

  • Improve intake confidence
  • Catch mismatches before launch
  • Create a clear decision record

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Docsumo once in Notis.
  • 2Create an automation describing the proposed intake set check.
  • 3Choose a webhook trigger.
  • 4Choose the report destination.
  • 5Test with one proposed category set.

Questions about this workflow

Where does the proposed set come from?

Supply it in the webhook request or automation context for Notis to compare with returned enabled types.

What happens when a category is absent?

Notis can list the absent category for investigation before the intake is accepted.

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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