Check which document types Docsumo supports
Before planning a deal document workflow, retrieve Docsumo's available user document types and account information.
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
It is easy to plan around a document category that is not available in the connected Docsumo account.
- Check available user document types before designing a document workflow.
- Reduce assumptions about account support and limits.
- Use current returned information to guide the next setup decision.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation instructing Notis to retrieve available user document types for the planned deal task.
- 3Pick a webhook trigger and include the document workflow context.
- 4Choose where run reports go.
- 5Test with one real setup question and review the returned types and user info.
Questions about this workflow
Is this the same as listing document types enabled for my account?
No. This action lists available user document types and user information. Use the enabled types actions when you need the currently enabled set.
Can it enable a document type?
No. The listed action retrieves information and does not change account configuration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docsumo. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.