Keep classification planning grounded in account context
Get a periodic reference for the document classifications and user information available to your Docsumo account.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Document Types
Lists the user’s available document types and limits.
Why this helps
Teams can spend time planning around document classifications without first checking what is available to their account.
- Create a recurring reference for available document types.
- Include user context described by the action.
- Reduce repeated manual discovery.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docsumo once in the Notis portal.
- 2Create an automation that retrieves available user document types and relevant user information for process planning.
- 3Pick a Notis cron schedule for the review.
- 4Choose where run reports should go, then test with one real result.
Questions about this workflow
Does this provide historical changes?
The action lists current available types and user information. A historical comparison requires a separately supplied prior result.
Can this replace a deal-specific classification check?
It can provide a recurring reference, while a webhook check is useful when a specific deal raises an immediate question.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docsumo. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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