Prepare document intake guidance for new contacts
Give new relationships a clear starting point for the documents your team can support.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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
New contacts often need to know what documents to provide, but that guidance is easy to recreate manually.
- Speed up onboarding preparation
- Use the current Docsumo type catalog
- Create consistent intake guidance
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsumo once in the Notis portal.
- 2Create an automation for new contact onboarding.
- 3Tell Notis to retrieve user document types and draft intake guidance suited to each new contact context.
- 4Pick New Contact Added as the trigger.
- 5Choose a report channel and test with one real contact.
Questions about this workflow
Does this send guidance to the contact?
No. It creates a report for your review unless you separately arrange delivery through your chosen channel.
What does the Docsumo action provide?
It lists available user document types and user information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docsumo. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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