Review Docsumo document support when a subscription starts
When a subscription starts, get the available Docsumo document classifications and user limits in one run report for your onboarding review.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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
Document workflow fit and user limits can be easy to overlook while handling a new subscription and its follow-up.
- Review supported document classifications at subscription start
- Include Docsumo user limits in the onboarding handoff
- Avoid a separate manual lookup in Docsumo
Setup
Build it in a few focused steps.
- 1Connect Stripe and Docsumo once in the Notis portal.
- 2Create an automation and name it for the subscription document type review.
- 3Tell Notis to list available Docsumo document types and user limits and summarize the result for onboarding.
- 4Pick the Stripe Subscription Added trigger and choose where run reports go.
- 5Test with one real subscription addition.
Questions about this workflow
What information does the Docsumo action return?
It lists available user document types and user information, including user limits as described for the action.
Does it change subscription settings or Docsumo limits?
No. This action retrieves information for review; it does not change either app.
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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