Discover available document types from intake
Give downstream intake work the Docsumo classification context it needs through one webhook automation.
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
Intake tools may accept a request without knowing which Docsumo classifications and limits are available for the user.
- Provide classification context to intake teams
- Expose user limits before routing work
- Keep document discovery consistent across entry points
Setup
Build it in a few focused steps.
- 1Connect Docsumo to Notis once in the portal and identify the system that will send the webhook.
- 2Create an automation and instruct Notis to list user document types for each incoming intake request.
- 3Choose a Notis webhook trigger and describe what the payload identifies.
- 4Select the report channel for the discovery result.
- 5Test with one real intake payload.
Questions about this workflow
What information does this action include?
It lists available user document types along with user information and supported classification context.
Does the webhook need to include a document file?
No file is required for the lookup, but the payload should identify the intake request clearly.
Can it infer an unsupported classification?
Notis can compare the request with returned options, but ambiguous descriptions may need clarification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docsumo. A trigger fires from one place; an action lands in another.
Timelinesai 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.
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Connect any two apps with Notis in the middle.
Timelinesai and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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