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Notis

Check enabled Docsumo document types on demand

Get a current view of enabled document types whenever an intake decision needs it.

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

Teams lose time when they rely on an old document type list during a live intake decision.

  • Request a current enabled type summary
  • Support intake decisions from any connected channel
  • Avoid manual portal checks

Setup

Build it in a few focused steps.

  • 1Connect Docsumo in Notis once.
  • 2Create an automation for an enabled type lookup.
  • 3Tell Notis to return the current enabled document type summary and explain any gap against the supplied intake request.
  • 4Choose a Notis webhook trigger and select a report channel.
  • 5Send one real webhook request to test the result.

Questions about this workflow

What starts this workflow?

An HTTP request sent to the Notis webhook trigger.

Can it compare against a custom list?

Yes, if the webhook payload supplies that list. Otherwise it reports only the enabled Docsumo summary.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Tasks 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

New Task Created

Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.

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 Task List Created

Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.

TriggerPolling

Task Details Changed

Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.

TriggerPolling

Task List Changed

Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.

TriggerPolling

Task Updated

Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.

TriggerPolling

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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