Check document classification options before you plan
Get a current view of the document types and user information Docsumo exposes for your account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User Document Types
Lists the user’s available document types and limits.
Why this helps
Planning a document process without knowing available classifications can create avoidable setup churn.
- Retrieve available user document types and user information on demand.
- Check classifications and limits before designing a process.
- Keep planning based on account information returned by Docsumo.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to report the available user document types and account information relevant to your workflow.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example and review the run report.
Questions about this workflow
Can it confirm every document type is enabled?
This action lists available user document types and user info. Use the enabled-types action when you specifically need the types enabled for the account.
What starts this check?
An HTTP request starts the Notis webhook trigger. Adtraction has no listed integration trigger events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Docsumo. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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