See which Docsumo document types are enabled
Use a deal workflow readiness request to get a concise summary of the document types enabled in Docsumo.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Why this helps
Deal teams can waste time preparing around document categories that are not enabled for processing.
- Get a summary of enabled Docsumo document types.
- Use account-specific information in workflow planning.
- Avoid treating all available types as already enabled.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation requesting the enabled type summary for the deal workflow.
- 3Pick a webhook trigger and include the reason for the readiness check.
- 4Choose where run reports go.
- 5Test with one real deal workflow and review the summary.
Questions about this workflow
Does this list every document type Docsumo can support?
No. It retrieves the enabled document types summary for the user. Other actions provide different type listings.
Can it enable a missing type?
No. This action is read-only and returns a summary.
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.
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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
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