Refresh document intake coverage when profiles change
Keep document requirements visible as subscriber details evolve.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Profile changes can leave teams unsure which document classes are currently enabled.
- Surface the current enabled document catalog
- Prompt timely intake checks after profile changes
- Keep account operations aligned with available extraction types
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Docsumo once in Notis
- 2Create an automation that asks for an enabled document type summary
- 3Pick the Mailchimp Profile Update Trigger
- 4Select a report channel for the result
- 5Test with one real subscriber profile update
Questions about this workflow
Does this create or change document types?
No. It retrieves the enabled document types summary for the user.
Why use a profile update as the trigger?
A profile change can signal that account requirements or intake context should be reviewed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Docsumo. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Connect any two apps with Notis in the middle.
Mailchimp and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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