Keep intake guidance current after task changes
When task details shift, refresh the Docsumo options before work proceeds.
Trigger
Task Updated
Triggers when a task is updated. Fires for every kind of update on the task, including comments. If you only care about a specific property changing, prefer the dedicated trigger (`CLICKUP_TASK_STATUS_UPDATED`, etc.) — those are pre-filtered by ClickUp and produce less traffic. `changes[]` can carry any FieldChange variant (`StatusChange`, `PriorityChange`, `AssigneeAddChange`, `AssigneeRemoveChange`, `TagAddChange`, `TagRemoveChange`, `DueDateChange`, `TimeEstimateChange`, `TimeSpentChange`, `NameChange`, `ContentChange`, `CommentChange`, `CustomFieldChange`).
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
A small task edit can change the document needed, leaving the team with stale intake guidance.
- Catch changed intake needs
- Refresh support information
- Reduce stale instructions
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Docsumo once in Notis.
- 2Create an automation for meaningful document task updates.
- 3Tell Notis to inspect the update, decide whether document guidance changed, and retrieve Docsumo enabled types when it did.
- 4Pick the ClickUp Task Updated trigger and choose a report channel.
- 5Test with one real task update.
Questions about this workflow
Will every edit call Docsumo?
Your instruction can ask Notis to proceed only when the update changes document intake context.
What if the task update is unrelated?
Notis can report that no classification refresh was needed.
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.
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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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