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Notis

Check Docsumo's enabled document types before invoice work starts

Give your team a quick readiness check before they spend time preparing invoices for processing.

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

Invoices can be queued for a document type that is not enabled, leaving the team to discover the issue after work has started.

  • Spot whether document types are enabled before starting invoice work.
  • Keep a repeatable readiness check close to the event that starts the process.
  • Send the run report to a channel your team already uses.

Setup

Build it in a few focused steps.

  • 1Connect Ably and Docsumo once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3In one instruction, ask Notis to retrieve Docsumo's enabled document types and report whether invoice processing appears ready.
  • 4Choose the Notis webhook trigger, then choose where run reports should go.
  • 5Test with one real example by sending a webhook through Ably.

Questions about this workflow

Does this workflow process or classify an invoice?

No. It retrieves Docsumo's enabled document types summary. It does not upload or process invoices.

What starts the automation?

A Notis webhook starts it when an HTTP request is received. Ably has no listed trigger event for this package.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ably to Docsumo. A trigger fires from one place; an action lands in another.

Ably triggers

Docsumo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Ably and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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