Check the type before the next handoff
Confirm the requested type is listed in Docsumo before your team moves on to the next document step.
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
A handoff can stall when a requested document type is unavailable for processing.
- Check Docsumo's list of enabled document types from a webhook-triggered workflow.
- Compare against the requested type included in the prompt or webhook context.
- Receive a clear report before the next manual step.
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 types and report whether the requested type appears in the returned list.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real webhook request that includes a requested document type.
Questions about this workflow
Will Notis start document processing if the type is enabled?
No. This workflow checks the enabled list and reports the result; it does not process documents.
Where should I provide the requested type?
Include it in your automation prompt or in the context sent with the webhook request.
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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