Discover available document types for an agency request
Get a clearer view of supported Docsumo document classifications before planning the next document step.
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
Planning around an assumed document classification can create avoidable backtracking when the user's available types or limits differ.
- Retrieve available user document types and user information in response to a request.
- Surface relevant supported classifications and limits for planning.
- Keep the discovery result with the incoming request 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 retrieve Docsumo user document types and summarize the options relevant to the incoming request, including returned limits.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real request and check that the summary reflects returned information.
Questions about this workflow
Is this the same as listing enabled document types?
No. This action lists available user document types and user information, including user limits. A separate action retrieves an enabled type summary.
Can the workflow guarantee a requested document can be processed?
It can report the available types and returned limits. Whether a particular request is supported depends on the data Docsumo returns.
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.
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.
Agencyzoom 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.