Keep paperwork planning aligned with enabled types
A lightweight recurring check helps you plan customer document requests around the document types your Docsumo account has enabled.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Why this helps
Document request playbooks can drift away from what the account is currently set up to process.
- Surface enabled types without a manual portal check.
- Keep document request planning informed by account availability.
- Receive a short recurring readiness report.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docsumo once in the Notis portal.
- 2Create an automation to retrieve and summarize Docsumo's enabled document type summary for your paperwork planning.
- 3Pick a Notis cron schedule for the readiness review.
- 4Choose where run reports should go, then test with one real account result.
Questions about this workflow
Does the action report document type limits?
This action returns an enabled document type summary. User limits are described by a different available action.
Can this detect changes over time?
Not by itself. Notis can report each scheduled result, but comparing against a prior baseline requires that baseline to be available.
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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