Review enabled Docsumo types for new Jira projects
Start project planning with a current summary of the document types enabled in Docsumo.
Trigger
New Project
Triggered when a new project is added in Jira
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Teams setting up a new project may overlook which document categories are already enabled for their Docsumo account.
- Include enabled document types in project planning
- Avoid a separate manual Docsumo lookup
- Share a concise starting point through the chosen report channel
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's enabled document type summary and include it in the run report for the new project.
- 4Pick Jira's New Project trigger.
- 5Choose a report channel, then test with one real project event.
Questions about this workflow
What does the action provide?
Get Enabled Document Types retrieves a summary of document types enabled for the Docsumo user.
Can this action enable missing types?
No. It retrieves a summary and does not change Docsumo configuration.
What starts the automation?
A new Jira project event starts it.
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.
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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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