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Notis

See enabled Docsumo document types for a request

Check the account's enabled document types before planning the next document workflow step.

Trigger

Webhook received

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

Action

List Enabled Document Types

Lists document types enabled for the account.

Why this helps

A team can plan around an assumed document type and discover too late that it is not enabled for the account.

  • Retrieve the list of document types currently enabled for the account.
  • Focus the report on the type or workflow named by the request.
  • Spot a possible configuration gap before further planning.

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 list Docsumo's enabled document types and identify whether the requested category appears in the returned list.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real request that names a category.

Questions about this workflow

How is this different from the enabled document type summary?

This action retrieves a list of document types currently enabled for the account. Another action returns an enabled types summary.

Can the automation enable a category that is missing?

No. It lists enabled types and reports the results; it does not change account configuration.

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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