Know which document types Docsumo can process
Get a recurring snapshot of enabled Docsumo document types, so your prospect document process is based on current availability.
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
Teams can plan around a document category that is no longer enabled or available in their account.
- See enabled classifications without opening another dashboard.
- Spot changes before relying on a document type.
- Keep prospect document planning grounded in available types.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docsumo once in the Notis portal.
- 2Create an automation and describe the enabled-type summary you need.
- 3Ask Notis to retrieve Docsumo's enabled document types and report the result.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one run and confirm the report is useful.
Questions about this workflow
Does this tell me what document types my account could use in general?
It lists document types currently enabled for your account. A separate action lists available user document types and user information.
Does the schedule depend on Aeroleads activity?
No. Aeroleads has no trigger events listed. This automation runs on a Notis schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docsumo. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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