Check document readiness after a staffing change
Give every staffing change a clear document starting point.
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
New hires, transfers, and schedule changes can trigger paperwork without a shared view of processing capability.
- Reduce uncertainty during staffing handoffs
- Show available document types before work begins
- Keep operational and document teams aligned
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docsumo to Notis once in the portal.
- 2Create the automation and tell Notis to check enabled Docsumo document types whenever the staffing webhook arrives.
- 3Choose the 7shifts webhook trigger.
- 4Choose a report channel and test with one staffing-change payload.
Questions about this workflow
Does 7shifts provide a built in trigger here?
No. The automation starts from a Notis webhook that receives the 7shifts context.
Can it verify a specific document?
It can report whether the requested category appears in Docsumo's returned enabled list.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.