Check which Docsumo document types are enabled
Confirm the enabled categories your document process can use before coordinating the next campaign step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Why this helps
A campaign can stall when teams assume a document category is available without checking the account setup.
- Review enabled document categories when needed
- Spot a missing category before it blocks a process
- Keep setup checks connected to campaign activity
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe which enabled document types Notis should check and summarize in one instruction.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example sent by your ActiveCampaign process.
Questions about this workflow
Does this action list every supported document type?
No. It retrieves an enabled document types summary. Use the user document types action when you need the available user classifications and user information.
Does the workflow enable a type that is missing?
No. The selected action only retrieves a summary. It reports what Docsumo returns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Docsumo. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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