Catalog Docsumo types for a new location
Give a new location a ready document plan from day one.
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
Opening a location adds paperwork while teams are still deciding which classifications and limits apply.
- Create a location specific classification reference
- Surface limits before volume grows
- Reduce setup questions across teams
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docsumo to Notis once in the portal.
- 2Create an automation asking Notis to list Docsumo user document types and limits for the location named in the webhook context.
- 3Choose the 7shifts webhook trigger.
- 4Pick a report channel and test with one location setup example.
Questions about this workflow
Does Docsumo create a location profile?
No. The action lists available user document types and user information.
Can the report be location specific?
Yes, if the location context is included in the webhook or instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docsumo. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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