Answer document classification questions with a current lookup
Use an on-demand run to see Docsumo’s available document classifications and user information when a question comes up.
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
A document request in a chat can prompt a classification question, and checking available types manually adds another context switch.
- Retrieve the available user document types when needed.
- Include user information returned by Docsumo in the run report.
- Start a focused lookup through a Notis webhook.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docsumo once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel, and give it a name.
- 3In one instruction, ask Notis to retrieve Docsumo’s available user document types and user information.
- 4Pick the Notis webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
What does this action return?
Docsumo’s Get User Document Types action lists available user document types and user information, and is intended for discovering supported classifications and user limits.
Does the webhook automatically receive 2chat messages?
The trigger is a Notis HTTP webhook. The available information does not establish that 2chat sends messages to it automatically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docsumo. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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