Verify invoice coverage from a Todoist task
Give invoice work a fast capability check before someone starts reviewing files.
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
Invoice tasks are assigned before the team confirms that the connected account supports the needed document category.
- Check coverage at task creation.
- Reduce avoidable handoffs.
- Give assignees a clear starting point.
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docsumo once in the Notis portal.
- 2Create an automation that checks enabled Docsumo document types for each new invoice task.
- 3Choose Todoist New Task Created as the trigger.
- 4Choose a report channel and test with one invoice task.
Questions about this workflow
Does this extract invoice fields?
No. It retrieves the enabled document type summary; extraction requires a supported Docsumo processing flow outside these allowed actions.
Can the task mention the invoice category?
Yes. Include relevant context in the task so the report is easier to interpret.
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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