Review onboarding classifications on demand
Give onboarding teams a current classification reference whenever a new request arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Onboarding teams lose momentum when they wait for someone to verify available document classifications.
- Reduce onboarding delays
- Keep instructions aligned with support
- Make classification checks self-serve
Setup
Build it in a few focused steps.
- 1Connect Docsumo and the onboarding request source in Notis.
- 2Create an automation that retrieves Docsumo user document types and user information for each incoming onboarding request.
- 3Select a Notis webhook trigger and connect the request source.
- 4Choose the report channel and test with one onboarding request.
Questions about this workflow
Does this create onboarding records?
No. It retrieves document type and user information for the request.
Can the report call out limits?
Yes. Ask Notis to highlight relevant user limits in its report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Docsumo. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
Connect any two apps with Notis in the middle.
Fireflies and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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