See which Docsumo document types are ready after checkout
A new customer checks out. Get a quick view of the document types enabled in Docsumo so your team can prepare the right onboarding conversation.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
After a customer pays, founders can lose time checking document setup before following up or planning onboarding.
- See enabled document types in the context of a new checkout
- Reduce manual portal checks during customer onboarding
- Send a concise run report to the channel your team already uses
Setup
Build it in a few focused steps.
- 1Connect Stripe and Docsumo once in the Notis portal.
- 2Create an automation and name it for checkout document readiness.
- 3Tell Notis to retrieve enabled Docsumo document types after checkout and summarize them for onboarding.
- 4Pick the Stripe Checkout Session Completed trigger and choose where run reports go.
- 5Test with one real completed checkout.
Questions about this workflow
Does this create or process documents in Docsumo?
No. It retrieves a summary of document types that are already enabled for the user.
Can I use this to confirm a specific customer's document upload?
No. The listed action returns enabled document types, not customer upload or processing status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Docsumo. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Product Created Trigger
Triggered when a product is created in Stripe
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Connect any two apps with Notis in the middle.
Stripe and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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