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Notis

Classify webhook based document intake

Give any approved intake system a simple route into your Docsumo classification catalog.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Documents can enter through many systems, making a consistent classification review difficult to maintain.

  • Support intake from multiple systems
  • Centralize classification guidance
  • Reduce manual catalog lookups

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Docsumo once in the Notis portal if Outlook context is part of your intake.
  • 2Create an automation with a webhook trigger.
  • 3Tell Notis to use the webhook payload and retrieve relevant Docsumo user document types.
  • 4Choose where run reports go and copy the webhook endpoint into your approved intake flow.
  • 5Test with one real payload.

Questions about this workflow

Does the webhook replace Outlook?

It can start the workflow from an external intake request, while Outlook remains available when email context is needed.

What must the payload contain?

Provide enough document context for Notis to identify relevant classifications.

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.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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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