Keep folder level intake guidance current
Folder changes can signal a new document mix. Refresh the Docsumo options automatically.
Trigger
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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A renamed or reorganized intake folder can leave classification guidance out of date.
- Refresh guidance after reorganization
- Use current user type availability
- Reduce manual audits
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Docsumo once in Notis.
- 2Create an automation for intake folder updates.
- 3Tell Notis to inspect the folder change, retrieve Docsumo user document types, and summarize relevant classification implications.
- 4Pick the ClickUp Folder Updated trigger and choose a report channel.
- 5Test with one updated intake folder.
Questions about this workflow
Why use a folder update as a trigger?
Folder changes can represent a new intake process or document category, making a classification refresh useful.
Does it modify the folder?
No. It reports Docsumo options for review.
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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