Get Docsumo document type details when work begins
Start a document task with a current view of the available user document types and related user information.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
Why this helps
A new document task can begin without a clear view of what classifications are available or what limits apply.
- Retrieve available user document types as a task begins.
- Include user information and limits in the run report.
- Reduce back-and-forth before deciding how to handle document work.
Setup
Build it in a few focused steps.
- 1Connect Asana and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis in one instruction to retrieve the available Docsumo user document types and user information when a task is created.
- 4Pick Asana's New Task Created trigger and choose where run reports should go.
- 5Test with one real task and check the returned types and user details.
Questions about this workflow
Why use this action instead of the enabled types summary?
Use this action to list available user document types and user information, including user limits. Use the enabled types action for an enabled document types summary.
Does this classify a document attached to the task?
No. This action lists document types and user information; it does not classify, extract, or upload task attachments.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Docsumo. A trigger fires from one place; an action lands in another.
Asana triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
Attachment Added to Task
Triggers when an attachment is added to a task.
MCA Analysis
Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.
New Comment on Task
Triggers when a comment is added to a task in a project.
New Task Created
Triggers when a new task is created in a project.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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