Document classification context before a folder is archived
When an intake folder disappears, preserve the type context your team may need later.
Trigger
Folder Deleted
Triggers when a Folder is deleted.
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
Archived work often loses the classification context needed for audits or future reopenings.
- Preserve useful archive context
- Support future reopening
- Reduce lost classification knowledge
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Docsumo once in Notis.
- 2Create an automation for retired intake folders.
- 3Tell Notis to use the deletion event context to retrieve Docsumo user document types and produce an archive note, without guessing task contents.
- 4Pick the ClickUp Folder Deleted trigger and choose a report channel.
- 5Test with one disposable folder.
Questions about this workflow
Can it recover deleted folder contents?
No. ClickUp deletion events do not provide the full prior contents, so the report should state what is unavailable.
Why retrieve current user types for an archive?
They provide a reference for the classification system in use when the archive review runs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Docsumo. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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