Know which document types are ready before you ask
Check Docsumo's enabled document types as soon as a deal raises a paperwork question, then make the next request with better context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Enabled Document Types
Lists document types enabled for the account.
Why this helps
Asking customers for documents before checking what the account can process can create avoidable back-and-forth.
- Check account availability before requesting a document.
- Reduce uncertainty during opportunity preparation.
- Get a concise list of enabled document types on demand.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docsumo once in the Notis portal.
- 2Create an automation that retrieves enabled Docsumo document types and summarizes those relevant to the request.
- 3Pick the Notis webhook trigger for an opportunity paperwork check.
- 4Choose where run reports should go, then test with one real opportunity context.
Questions about this workflow
Does this list every possible Docsumo classification?
It uses the action for document types enabled for the account, not the separate action for all user document types.
Will it inspect an uploaded file?
No. This action checks the enabled document type summary and does not process a specific file.
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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