Catalog Docsumo classifications from a 7shifts signal
Know every document classification available before the next operations handoff.
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
Teams often discover classification limits only after a document is already waiting for review.
- Expose supported classifications and user limits
- Make document intake planning more predictable
- Share one concise catalog with the team
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docsumo to Notis once in the portal.
- 2Create an automation instructing Notis to list Docsumo user document types, user details, and limits whenever the webhook arrives.
- 3Choose the 7shifts webhook trigger.
- 4Pick a report destination and test with one real 7shifts webhook.
Questions about this workflow
What information is included?
Docsumo provides available user document types along with user information and supported limits.
Can this create new classifications?
No. It only lists what Docsumo currently makes available.
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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