Find the right document classification context
Get a current view of Docsumo's available user document types when a deal calls for a new document workflow.
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 a document process without knowing available classifications and account context creates extra investigation.
- See available user document types on demand.
- Bring relevant user information into the planning step.
- Reduce research before defining a deal paperwork process.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docsumo once in the Notis portal.
- 2Create an automation that lists Docsumo user document types and summarizes useful user information for the deal context.
- 3Pick the Notis webhook trigger when classification discovery is needed.
- 4Choose where run reports should go, then test with one real deal example.
Questions about this workflow
How is this different from enabled document types?
This action lists available user document types and user information. The enabled types actions return enabled types or a summary.
Does it classify a particular file?
No. It discovers available types and user information; it does not analyze a supplied document.
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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