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Notis

Check whether a document type is enabled

Confirm the available Docsumo document type summary before planning document processing follow-up.

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

Teams can lose time preparing a document workflow before checking whether its document category is enabled in Docsumo.

  • Check the enabled document type summary when a request comes in.
  • Surface a potential capability gap early in the workflow.
  • Keep the result alongside the request context in a run report.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Docsumo once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
  • 3In one instruction, ask Notis to check Docsumo's enabled document type summary against the category named in the incoming request and report the result.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real request that names a document category.

Questions about this workflow

Does this list every document type a user could access?

This action retrieves an enabled document types summary. Use the separate user document types action if you need available user types and user information.

Does the check enable a missing type?

No. It retrieves a summary and reports the result; it does not change Docsumo settings.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Docsumo. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Docsumo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Table Row

Adds an empty row to the end of a database table.

ActionInstant

Get User Document Types

Lists the user’s available document types and limits.

ActionInstant

Create Folder

Creates a folder for organizing documents.

ActionInstant

MCA Analysis

Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.

ActionInstant

Delete Table

Permanently deletes one or more database tables.

ActionInstant

Get External Agents

Lists external agents configured for document or case processing.

ActionInstant

Get Table Data

Retrieves all data from a specified database table.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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