Keep Docsumo's enabled document types in view
A recurring list of enabled Docsumo types gives your team a lightweight reference when planning document work around AccuLynx jobs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Enabled Document Types
Lists document types enabled for the account.
Why this helps
A stale understanding of enabled document types can lead to extra checks and avoidable handoffs during project setup.
- Get a recurring list of currently enabled types.
- Use the list as context during AccuLynx job planning.
- Reduce time spent reopening account settings to check availability.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to retrieve Docsumo's enabled document type list for AccuLynx planning.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real run and check the list against Docsumo.
Questions about this workflow
How is this different from a summary lookup?
This action retrieves the list of enabled document types, while the summary action returns an enabled types summary.
Can this workflow change the enabled types?
No. The listed action retrieves the current list only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Docsumo. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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