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See which document types Docsumo supports

Know what Docsumo can classify when a new file arrives in your Box intake folder.

Trigger

New File Added to Folder

Triggers when a new file is added to a folder in Box. This trigger monitors a specific Box folder and fires when new files are detected. Only files (not folders or web links) are monitored.

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

New documents can pile up while you check which types Docsumo supports for your account.

  • Check available classifications when new files arrive.
  • Reduce manual lookups before document processing.
  • Retrieve user document type and limit information.

Setup

Build it in a few focused steps.

  • 1Connect Box and Docsumo once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis: when a new file arrives in my Box intake folder, retrieve my available Docsumo document types and report the result.
  • 4Pick the New File Added to Folder trigger for the Box intake folder, then choose where run reports should go.
  • 5Test with one real file added to the folder.

Questions about this workflow

Does this workflow classify the Box file?

No. It retrieves your available Docsumo document types and user information; the listed action does not classify or submit a file.

What starts the workflow?

A new file added to the Box folder you select.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Box 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

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Collaboration Details Changed

Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.

TriggerPolling

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.

ActionInstant

Comment Changed

Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.

TriggerPolling

New File Comment Added

Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.

TriggerPolling

File Metadata Changed

Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.

TriggerPolling

File Shared Link Changed

Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.

TriggerPolling

New File Version Uploaded

Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.

TriggerPolling

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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