Understand your Docsumo classification options
Ask for a focused view of the document types and user information Docsumo makes available to your account.
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
Choosing a document classification can turn into a context switch when supported types and account limits are unclear.
- Review supported user document classifications together.
- See relevant user information and limits returned by Docsumo.
- Prepare intake decisions with a clearer list of options.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: retrieve Docsumo user document types and relevant user information, then summarize the available classifications and limits.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real webhook and confirm the returned details answer your question.
Questions about this workflow
Does this list only types already enabled?
This action lists available user document types and user information. Use the enabled type actions when you specifically need enabled classifications.
Will it change my account limits?
No. The action retrieves information only.
What should start the lookup?
A Notis webhook starts the run when it receives an HTTP request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Docsumo. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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