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Notis

Refresh enabled document types in Docsumo

Know which document types Docsumo can process before work gets routed.

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

Teams lose time sending documents into a pipeline without knowing whether the needed document type is enabled.

  • Confirm processing coverage before intake
  • Reduce failed submissions
  • Keep operators focused on exceptions

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Docsumo once in Notis.
  • 2Create an automation in Automations with a name and prompt.
  • 3Tell Notis to retrieve the enabled document types and summarize any gaps.
  • 4Choose a webhook trigger and where run reports should go.
  • 5Test with one real intake request.

Questions about this workflow

What starts this workflow?

An HTTP request sent to the Notis webhook starts it.

What does the result include?

It includes the enabled document types returned by Docsumo and a plain language summary.

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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