Know which document types Docsumo is ready to handle
Get a recurring snapshot of enabled Docsumo document types, with Addressfinder validation context available for intake planning when you provide it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Enabled Document Types
Lists document types enabled for the account.
Why this helps
It is easy to plan an intake process around a document type that is not enabled in Docsumo.
- Retrieve the document types currently enabled in Docsumo.
- Receive a compact recurring summary in a chosen channel.
- Use supplied Addressfinder validation context to flag intake planning questions.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Docsumo once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3Ask Notis to retrieve enabled Docsumo document types and summarize them, noting any intake questions relevant to Addressfinder results you supply.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the returned document types.
Questions about this workflow
Does this action list every document type in the user's account?
This action retrieves document types currently enabled for the account.
Does the workflow change the enabled types?
No. It retrieves and summarizes the list; it does not change Docsumo settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Docsumo. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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