Request an enabled document type snapshot
Use a simple HTTP request to get a fresh summary of the document types enabled in Docsumo.
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 may need an up-to-date view of enabled document categories without opening Docsumo and looking them up manually.
- Request a fresh enabled type summary on demand
- Make the result available through the selected run report channel
- Avoid manual account lookups
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 name.
- 3In one instruction, ask Notis to retrieve and summarize Docsumo's enabled document types.
- 4Pick a webhook trigger so an HTTP request starts the automation.
- 5Choose a report channel, then test with one real request.
Questions about this workflow
What starts this automation?
An HTTP request to the configured Notis webhook starts it.
Does the workflow change which types are enabled?
No. It retrieves a summary of enabled document types.
Where does the result go?
It is shared through the run report channel selected when creating the automation.
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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