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Notis

Fetch the enabled document type summary when you need it

Request a current view of the document types available for processing and get the result in your report channel.

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

Finding out which processing categories are active can interrupt a focused setup or document review.

  • Retrieve the enabled type summary on demand.
  • Keep the summary close to the request that prompted it.
  • Avoid a manual trip through Docsumo just to confirm categories.

Setup

Build it in a few focused steps.

  • 1Connect Agenty and Docsumo once in the Notis portal.
  • 2Create an automation and describe the summary you want returned.
  • 3Tell Notis to retrieve Docsumo's enabled document types summary and report the returned information.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real example request.

Questions about this workflow

How does the workflow start?

It starts when an HTTP request reaches the Notis webhook.

Does this list every type available to the user?

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

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.

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.

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

When this happens · Trigger

Do this · Action

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