Know which document types are ready
Before relying on a document workflow, get a quick view of the document types currently enabled in Docsumo.
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
You may discover too late that a document type your process depends on is not enabled.
- Retrieve Docsumo's enabled document types summary after a workflow webhook.
- Compare the summary with requirements you provide.
- Spot a possible configuration gap before it disrupts follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docsumo once in the Notis portal.
- 2Create an automation with a name and prompt from any channel, or in Automations, New Automation.
- 3Tell Notis to retrieve enabled Docsumo document types and compare them with the document types you name.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real webhook request and verify the report calls out missing types clearly.
Questions about this workflow
Does this action enable a document type?
No. It retrieves a summary of enabled document types so Notis can report what is available.
Where do the expected types come from?
Include your required types in the prompt or provide them in the webhook context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsumo. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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