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Notis

Refresh supported document types after list changes

Keep a changing intake list aligned with what Docsumo supports today.

Trigger

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

Action

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

Why this helps

List edits can introduce new document requests without a fresh support check.

  • Catch new intake categories
  • Check current enabled types
  • Keep operations aligned

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Docsumo once in Notis.
  • 2Create an automation for intake list updates.
  • 3Tell Notis to inspect the list change and retrieve Docsumo enabled document types relevant to the updated workflow.
  • 4Pick the ClickUp List Updated trigger and choose where reports go.
  • 5Test with one updated intake list.

Questions about this workflow

Can it identify which list items changed?

Only details present in the ClickUp event or task context can be used; otherwise Notis should state that the exact change is unavailable.

Is the result a document upload?

No. It is a support summary from Docsumo.

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.

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

Folder Created

Triggers when a new Folder is created.

TriggerInstant

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

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

List Created

Triggers when a new List is created.

TriggerInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

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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