Catalog Docsumo types for vendor paperwork
Give vendor paperwork a known path before it reaches your team.
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
Vendor documents arrive in inconsistent formats and teams lose time deciding how to classify them.
- See supported vendor document categories
- Expose user limits before intake begins
- Reduce back and forth over classification
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docsumo to Notis once in the portal.
- 2Create the automation telling Notis to list Docsumo user document types and highlight categories relevant to vendor paperwork.
- 3Choose the 7shifts webhook trigger.
- 4Select a report destination and test with one vendor-workflow webhook.
Questions about this workflow
Can Docsumo classify every vendor file?
Only categories returned as available by Docsumo can be used; unknown formats need separate handling.
What should the webhook include?
Include the 7shifts operational context needed to explain why the catalog is being requested.
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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