Check Docsumo document types when Jira work arrives
Get a quick view of supported document classifications and user limits as new work enters Jira.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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 intake work can stall when a team does not know which document types or limits Docsumo currently supports.
- Surface available document classifications during intake
- See user limits before planning document processing
- Reduce manual lookups across Jira and Docsumo
Setup
Build it in a few focused steps.
- 1Connect Jira and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to retrieve Docsumo document types and user limits and summarize what is relevant to the new Jira issue.
- 4Pick Jira's New Issue trigger for the project.
- 5Choose a report channel, then test with one real issue.
Questions about this workflow
What does this workflow retrieve?
It uses Docsumo's Get User Document Types action to list available document types and user information, including limits.
Which Jira issues start it?
New issues created in the Jira project you configure start the workflow.
Does it classify or process an attached document?
No. The selected action retrieves document type and user information; it does not process a document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Docsumo. A trigger fires from one place; an action lands in another.
Jira 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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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.
New Project
Triggered when a new project is added in Jira
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
Connect any two apps with Notis in the middle.
Jira and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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