Know which document types Docsumo has enabled
Get a recurring snapshot of Docsumo's enabled document types so you can plan document handling for your AccuLynx work with fewer surprises.
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
Teams can plan a job around a document classification that is not enabled in their Docsumo account.
- Keep an at-a-glance reference to enabled document types.
- Spot a mismatch before routing job documents for processing.
- Avoid repeated manual checks in Docsumo.
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.
- 3Tell Notis to retrieve Docsumo's enabled document type summary and report it for AccuLynx document planning.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the summary is useful.
Questions about this workflow
Does this check document processing results?
No. It retrieves the enabled document types summary, not individual document results.
Can the workflow enable a document type?
No. The listed action only retrieves a summary of enabled types.
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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