Verify client contacts before planning Docsumo intake
Start with a contact check, then see which document types are available before you ask a client to send paperwork.
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 can lose time chasing paperwork before confirming that the client’s contact details are usable or that the needed document type is available.
- Check email and phone details with Abstract before intake follow-up.
- See available Docsumo document types and user information in the run result.
- Keep the contact check and intake planning in one automation.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to check the submitted email and phone with Abstract, then retrieve Docsumo user document types and summarize the intake options.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client example and review the report.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the automation. Include the client contact details in the request so Notis can check them with Abstract.
Does this workflow create or process Docsumo documents?
No. It lists user document types and user information using the available Docsumo action. It does not upload or process documents.
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.
Add Table Row
Get User Document Types
Lists the user’s available document types and limits.
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Abstract and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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