Keep a scheduled inventory of Docsumo document types
Get a recurring view of available document classifications and user information, so your team can refer to one current report when planning document intake.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Document classification options and account limits are easy to forget when document intake processes are reviewed infrequently.
- Retrieve the available user document types and user information on a recurring schedule.
- Keep a run report as a reference for document intake planning.
- Reduce the need to manually look up classification options when reviewing a process.
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis in one instruction to retrieve available user document types and user information and summarize the result.
- 4Pick a Notis schedule trigger and choose where run reports should go.
- 5Run one test and review the report before relying on the recurring schedule.
Questions about this workflow
What information does this action retrieve?
It lists available user document types and user information, and is intended for discovering supported classifications and user limits.
Does this create or update document types?
No. The action retrieves the available types and user information.
How often will the inventory run?
Choose a recurring schedule when setting up the Notis automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docsumo. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.