Scope new document projects with current types
Start with the classifications and limits you can actually use.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Projects lose momentum when scope is based on assumptions about supported document categories.
- Set feasible project boundaries
- Reduce discovery meetings
- Expose constraints early
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docsumo once in Notis.
- 2Create an automation describing the project scoping report.
- 3Choose a webhook trigger.
- 4Choose where the report should go.
- 5Test with one active project request.
Questions about this workflow
What information is returned?
Docsumo returns available user document types and user information including relevant limits.
Can this replace project requirements?
No. It supplies current Docsumo capability information for your requirements process.
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.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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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No card. Works with personal or business Docsumo.