Check Docsumo enabled types during onboarding
Give onboarding a clear view of what the account can process today.
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
Onboarding handoffs slow down when the team cannot quickly explain which document classes are available.
- Prepare a clear onboarding brief
- Reduce repeated capability questions
- Set expectations before intake begins
Setup
Build it in a few focused steps.
- 1Connect 1Password and Docsumo in the Notis portal once.
- 2Create an automation named client onboarding type check.
- 3Tell Notis to retrieve enabled Docsumo document types and summarize the implications for the onboarding notes you provide.
- 4Choose a notis_webhook trigger.
- 5Select a report channel and test with one onboarding request.
Questions about this workflow
Can this share credentials with the client?
No. It reports enabled document types only. Keep vault credentials private and share the resulting summary through your chosen channel.
Can it include the client's requested types?
Yes. Include the requested classes in the webhook instruction for a focused summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Docsumo. A trigger fires from one place; an action lands in another.
1password 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
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Connect any two apps with Notis in the middle.
1password and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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