Review available document classifications and limits
Keep supported classifications and account limits visible in a concise recurring report.
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
When document workflows change, teams can keep planning around classifications or limits that were never confirmed.
- Review available classifications in a scheduled report
- Keep user information and limits easy to find
- Reduce uncertainty before planning document work
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 available classifications and limits Notis should summarize in one instruction.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and review the returned summary.
Questions about this workflow
What information does this Docsumo action provide?
It lists available user document types and user information, including supported classifications and user limits.
Does this action process documents?
No. It discovers available types and user information; it does not process or classify a document.
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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