Check enabled document types before an intake begins
Get a quick view of enabled document types while Abstract checks the submitted contact details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Why this helps
Intake can stall when you are unsure which document types are enabled and need to verify a contact at the same time.
- Retrieve the enabled document types summary for the Docsumo user.
- Check submitted contact details through Abstract as part of the same run.
- Review readiness information in one run report.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Docsumo once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it for intake readiness.
- 3Tell Notis in one instruction to check the supplied email or phone with Abstract and retrieve the enabled Docsumo document types summary.
- 4Pick the webhook trigger and select a report channel.
- 5Test the automation with one real intake request.
Questions about this workflow
What does the Docsumo step return?
It retrieves a summary of enabled document types for the user. It does not establish whether an individual document has been uploaded or processed.
Can the webhook start this automatically from another system?
Yes. The webhook is the trigger; send an HTTP request when the intake readiness check should run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Docsumo. A trigger fires from one place; an action lands in another.
Abstract triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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When this happens · Trigger
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