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Notis

Check Docsumo document type coverage on request

Send a request to your Notis webhook when you need a current view of available Docsumo classifications and user limits.

Trigger

Webhook received

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

Action

Get User Document Types

Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.

Why this helps

Before planning document intake, you may need to check supported classifications and limits, then hunt through app settings for the details.

  • Retrieve the available user document types when needed.
  • See supported classifications and user information together.
  • Keep the response in a consistent Notis run report.

Setup

Build it in a few focused steps.

  • 1Connect Docsumo once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel to create one.
  • 3In one instruction, ask Notis to retrieve available Docsumo document types, classifications, and user limits.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real HTTP request and review the returned information.

Questions about this workflow

What does this lookup provide?

It lists available user document types and user information, including supported document classifications and user limits.

Does the webhook configure or enable those types?

No. The action retrieves the available types and information; it does not change Docsumo configuration.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agent mail 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

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

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

TriggerInstant

Get User Document Types

Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

MCA Analysis

Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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