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Get an enabled document types summary on demand

When a workflow or request needs a fresh reference, an HTTP request can start Notis and retrieve Docsumo's enabled document types summary.

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

A useful reference to enabled document types is easy to miss when you need to look it up at the moment of a decision.

  • Start the lookup with an HTTP request.
  • Retrieve the enabled document types summary when needed.
  • Review the result in the configured run report destination.

Setup

Build it in a few focused steps.

  • 1Connect Docsumo once in the Notis portal.
  • 2Create an automation in Automations, New Automation, with a name and prompt.
  • 3In one instruction, ask Notis to retrieve Docsumo's enabled document types summary and make it easy to review.
  • 4Pick a webhook trigger and choose where run reports go.
  • 5Test by starting it with one real HTTP request and review the report.

Questions about this workflow

What starts the automation?

An HTTP request starts the Notis webhook trigger.

Does this action discover all document types in the account?

It retrieves the enabled document types summary. Use the separate user document types action when you need all available classifications and user information.

Does the webhook upload a document?

No. This workflow uses the webhook to start a lookup of enabled document types.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Gmail to Docsumo. A trigger fires from one place; an action lands in another.

Gmail 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

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

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 Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

Connect any two apps with Notis in the middle.

Gmail and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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