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Notis

Check Docsumo intake coverage from a webhook

Let an intake signal start a fast capability check before work is assigned.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

Why this helps

New intake requests can move forward without confirming that the required document types are enabled.

  • Check coverage at the moment of intake
  • Reduce unsupported requests
  • Give operators a short decision report

Setup

Build it in a few focused steps.

  • 1Connect Docsumo in Notis.
  • 2Create an automation that retrieves enabled Docsumo document types when your intake webhook arrives.
  • 3Choose the Notis webhook trigger and provide its endpoint to the intake service.
  • 4Choose a report channel and test with one real intake webhook.

Questions about this workflow

What should send the webhook?

Use the system that signals a new intake request or review decision point.

Does this validate document contents?

No. It reports enabled document types; content validation requires a separate supported processing action.

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.

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

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

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

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

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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