Review document options for a verified contact
Check the contact and look up the document types available to that Docsumo user before deciding what to request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User Document Types
Lists the user’s available document types and limits.
Why this helps
You may need to verify a new contact and understand available document classifications before you can give them clear next steps.
- Check email or phone details with Abstract.
- Retrieve Docsumo’s available user document types and user information.
- Use the report to prepare a more informed document request.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Docsumo once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Describe in one instruction how Notis should check the supplied contact details with Abstract and list the Docsumo user document types.
- 4Pick the webhook trigger and choose a destination for run reports.
- 5Test with one real contact and review the available types in the result.
Questions about this workflow
Does the workflow decide which documents a client must provide?
It lists available Docsumo document types and can summarize them. The required paperwork depends on your process and must be specified by you.
Does Abstract provide the trigger?
No. This workflow uses Notis’s webhook trigger. Abstract has no trigger events in this package.
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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Connect any two apps with Notis in the middle.
Abstract and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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