See enabled document types when a compliance intake begins
A webhook request can prompt Notis to fetch Docsumo's enabled document type summary and deliver the categories to the report channel you already use for compliance work.
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
At intake time, finding out which document categories are enabled can add another tool switch before anyone can decide what to request or review.
- Retrieve a concise summary of enabled Docsumo document types when requested.
- Include intake context supplied with the webhook in the report.
- Reduce the delay before deciding which available document categories to use.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Docsumo once in the Notis portal.
- 2Create a Notis automation with a name that identifies the intake review.
- 3Tell Notis to retrieve the enabled document type summary and include the compliance intake context supplied with each request.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real intake request and confirm the report is useful.
Questions about this workflow
Will the workflow detect a 21risk intake event on its own?
No. No 21risk trigger event is listed. An HTTP request to the Notis webhook starts this workflow.
What document information does it retrieve?
The action retrieves a summary of document types enabled for the user.
Does it classify or process the intake documents?
No. This action returns enabled document type information. Document classification or processing actions are not listed here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Docsumo. A trigger fires from one place; an action lands in another.
21risk 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.
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Connect any two apps with Notis in the middle.
21risk and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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