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Check document type availability when asked

When a document classification question comes up, request Docsumo's available user types and review the returned account information.

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

Classification questions can turn into repeated context switching when the supported types and limits are not close at hand.

  • Retrieve the available user document types when needed.
  • Include returned user information and limits in the run report.
  • Use a webhook request as a clear starting point for an ad hoc check.

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and Docsumo once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3In one instruction, ask Notis to retrieve Docsumo's available user document types and summarize returned user information and limits.
  • 4Pick a webhook as the trigger and choose where run reports go.
  • 5Test with one real example and confirm the response answers the capability question.

Questions about this workflow

How is this different from the enabled types summary?

This action lists available user document types and user information, including limits. The enabled types summary reports enabled type coverage.

Can it change account limits?

No. It retrieves information and does not modify Docsumo account settings.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AnyDB to Docsumo. A trigger fires from one place; an action lands in another.

AnyDB triggers

Docsumo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Table Row

Adds an empty row to the end of a database table.

ActionInstant

Get User Document Types

Lists the user’s available document types and limits.

ActionInstant

Create Folder

Creates a folder for organizing documents.

ActionInstant

MCA Analysis

Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.

ActionInstant

Delete Table

Permanently deletes one or more database tables.

ActionInstant

Get External Agents

Lists external agents configured for document or case processing.

ActionInstant

Get Table Data

Retrieves all data from a specified database table.

ActionInstant

Connect any two apps with Notis in the middle.

AnyDB and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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