Keep enabled Docsumo document types visible
A recurring Notis check can bring Docsumo's enabled document type summary into a regular operations review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Why this helps
Document processing options are easy to forget when they are tucked away in a separate account.
- See a periodic summary of enabled document types.
- Reduce the need to remember a manual account check.
- Use the run report as a prompt for follow-up when supported types change.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve and summarize Docsumo's enabled document type summary for an operations review.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go and test with one real run.
Questions about this workflow
Does this scheduled check inspect certificates in Accredible?
No. The schedule starts the workflow, and the selected action retrieves Docsumo's enabled document type summary.
Will it alert me only when the list changes?
The listed action retrieves a summary. Change detection would need a baseline or comparison process supplied outside the action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Docsumo. A trigger fires from one place; an action lands in another.
Accredible certificates 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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Adds an empty row to the end of a database table.
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Lists the user’s available document types and limits.
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Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
Accredible certificates and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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