Check enabled Docsumo types for a new Coda page
Give each new Coda page a quick, current view of the classifications your Docsumo account supports.
Trigger
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
A new page can become an intake checklist before anyone verifies Docsumo coverage.
- Align page planning with enabled types
- Reduce unsupported document requests
- Keep intake decisions easy to revisit
Setup
Build it in a few focused steps.
- 1Connect Coda and Docsumo once in Notis.
- 2Create an automation that retrieves the enabled Docsumo document type summary when a page is added.
- 3Pick the New Coda Page trigger.
- 4Choose where run reports go and test with one real page.
Questions about this workflow
What is the difference from listing user types?
This action returns the enabled document type summary, while the user types action lists available user types and user information.
Will the result update the Coda page?
The action returns a report; any Coda update must be explicitly requested in a separate workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Docsumo. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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.
New Coda Document Trigger
Triggers when a new Coda document is created.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Connect any two apps with Notis in the middle.
Coda and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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