Check Docsumo document types from a new Todoist task
Turn a new task into a quick, current view of the document types Docsumo can process for you.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Founders lose time checking whether a document category is available before they can start the work.
- See enabled Docsumo document types without opening another dashboard.
- Reduce misrouted document work.
- Give the task owner a current processing scope.
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docsumo once in the Notis portal.
- 2Create an automation and describe that each new task should return the enabled Docsumo document types relevant to the task.
- 3Choose Todoist New Task Created as the trigger.
- 4Choose a report channel, then test with one real task.
Questions about this workflow
What does this workflow return?
It returns a summary of the document types enabled for the connected Docsumo user.
Does it classify the task itself?
No. It checks Docsumo's enabled document type summary; the task can provide context for how you use the result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Docsumo. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Connect any two apps with Notis in the middle.
Todoist and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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