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See available document classifications when an investigation starts

When an Abuselpdb investigation begins, fetch Docsumo's available document types and user information for the people preparing the evidence review.

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

Reviewers may not know which document classifications or user limits apply until they have already started gathering evidence.

  • Retrieve Docsumo's available user document types when an investigation begins.
  • Include user information and limits in the review context.
  • Help reviewers plan around available classifications.

Setup

Build it in a few focused steps.

  • 1Connect Abuselpdb and Docsumo once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3In one instruction, ask Notis to retrieve Docsumo's user document types and summarize the available classifications and limits for the investigation.
  • 4Pick the notis_webhook trigger and choose where run reports should go.
  • 5Test with one real investigation-start request.

Questions about this workflow

Is this the same as listing enabled document types?

No. This action lists available user document types and user information, including user limits.

Does the request need to supply document contents?

No. The action retrieves classification and user information from Docsumo; it does not process an investigation's documents.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Abuselpdb 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

Summarizes the document types enabled or disabled for the user.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Table Row

Adds an empty row to the end of a database table.

ActionInstant

Get User Document Types

Lists the user’s available document types and limits.

ActionInstant

Create Folder

Creates a folder for organizing documents.

ActionInstant

MCA Analysis

Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.

ActionInstant

Delete Table

Permanently deletes one or more database tables.

ActionInstant

Get External Agents

Lists external agents configured for document or case processing.

ActionInstant

Get Table Data

Retrieves all data from a specified database table.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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