Get the Docsumo user type inventory for a review
Bring supported document classifications and account details into the request that needs them.
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
A new workflow decision can stall while someone searches for the current list of supported document types and limits.
- Fetch the available user type inventory when requested.
- Include the originating request context in the report.
- Reduce interruptions from manual account lookups.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docsumo once in the Notis portal.
- 2Create an automation and describe the inventory report you need.
- 3Tell Notis to retrieve available Docsumo user document types and user information and summarize the returned classifications and limits.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example request.
Questions about this workflow
Does this workflow enable new document types?
No. It lists available user types and user information.
Can the caller request a subset?
The provided action lists available types and user information. Any filtering should rely only on fields returned by the action and context supplied in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docsumo. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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