Check Docsumo support before intake begins
Confirm the intake plan fits the document classes and limits your account supports.
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 unsupported document classes only after collecting files and coordinating a review.
- Validate intake assumptions early
- Expose user document limits
- Give operators a short go or pause summary
Setup
Build it in a few focused steps.
- 1Connect 1Password and Docsumo in the Notis portal once.
- 2Create an automation named intake support check.
- 3Tell Notis to list Docsumo user document types and limits, then compare them with the document classes named in the request.
- 4Select a notis_webhook trigger.
- 5Choose a report channel and test with one planned intake.
Questions about this workflow
What should I include in the request?
Name the document classes you plan to intake so Notis has a concrete comparison target.
Will it create new Docsumo document types?
No. This workflow only retrieves the available user document types and information.
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
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.
1password and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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