Keep your document catalog visible
A small recurring check keeps intake planning aligned with current capabilities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Enabled document coverage can change while internal checklists remain stale.
- Maintain a current capability snapshot
- Catch changes before intake planning
- Reduce ad hoc portal checks
Setup
Build it in a few focused steps.
- 1Connect Docsumo in Notis
- 2Create an automation describing the recurring catalog review
- 3Pick a Notis cron trigger and schedule
- 4Choose where run reports should go
- 5Test with one scheduled run
Questions about this workflow
How often can it run?
Choose the recurring schedule available in the Notis cron trigger setup.
What does it report?
It reports the enabled document types summary returned by Docsumo.
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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