Know which document classifications are available
A scheduled check of Docsumo's available user document types can make classification options and limits easier to keep in view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Document Types
Lists the user’s available document types and limits.
Why this helps
It takes extra effort to remember which classifications are available and whether account limits affect document workflows.
- Retrieve available user document types and user information.
- Keep account limits visible in an operations review.
- Use the run report to identify questions before changing document processes.
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 available Docsumo user document types and user information, then summarize the classifications and limits returned.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go and test with one real run.
Questions about this workflow
Does this action return the enabled types only?
It lists available user document types and user information, including user limits. For enabled types, use the dedicated enabled types action.
Can the workflow change account limits?
No. The listed action retrieves information; it does not change limits or classifications.
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.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
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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