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Keep the enabled document catalog in view

Get a recurring list of enabled Docsumo document types to support planning and internal reference.

Trigger

Recurring schedule

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

Action

List Enabled Document Types

Lists document types enabled for the account.

Why this helps

A stale mental list of enabled types can lead to avoidable questions and mismatched expectations.

  • Get the enabled types list on a recurring schedule.
  • Make the current catalog easier to reference.
  • Keep an auditable Notis report of returned information.

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 list enabled Docsumo document types and provide a concise catalog summary.
  • 4Pick a recurring schedule as the trigger and choose where run reports go.
  • 5Test with one real example and check that the report reflects the current list.

Questions about this workflow

Why use this action instead of Get Enabled Document Types?

List Enabled Document Types returns the list; Get Enabled Document Types retrieves an enabled types summary. Choose the list when you want a catalog style reference.

Does a recurring list show historical changes?

The action returns the current list. A change history or comparison baseline is only available if you supply one or it is otherwise returned.

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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