Check enabled document types before a handoff
Give the next person a clear view of the document categories currently enabled in Docsumo.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Enabled Document Types
Lists document types enabled for the account.
Why this helps
Handoffs lose time when the receiving person has to repeat a basic check of available document categories.
- Include current enabled categories in a handoff report
- Make the scope of document processing easier to see
- Avoid repeated manual checks
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 the campaign handoff note Notis should produce from the enabled types in one instruction.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example from the handoff process.
Questions about this workflow
How is this different from the enabled type summary?
This action retrieves a list of document types currently enabled for the account, which can support a category-focused handoff note.
Will it create or change document types?
No. It retrieves the enabled types list and does not change Docsumo settings.
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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