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Notis

Validate intake readiness before processing

Make the readiness check part of the handoff, not a last minute rescue.

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

Batches reach processing before anyone confirms that their document categories are enabled.

  • Prevent avoidable processing errors
  • Give operators a clear go or investigate signal
  • Shorten intake handoffs

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Docsumo once in Notis.
  • 2Create an automation describing the intake readiness check.
  • 3Choose a webhook trigger.
  • 4Choose the report channel.
  • 5Test with one representative intake batch.

Questions about this workflow

Does this approve the batch automatically?

It reports enabled document type coverage so your process can make the next decision.

What if a type is missing?

Notis can highlight the gap for follow up before processing continues.

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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