Discover Docsumo user types from an intake webhook
Make document classification planning immediate when a request enters your intake flow.
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
Teams accept document requests without checking available classifications or user limits.
- Expose available classifications at intake time.
- Include user limits in planning decisions.
- Give reviewers a consistent starting report.
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docsumo once in the Notis portal.
- 2Create an automation that lists Docsumo user document types and limits for each webhook request.
- 3Choose a Notis webhook trigger and provide its endpoint to the intake source.
- 4Choose a report channel and test with one real request.
Questions about this workflow
Does this change Docsumo settings?
No. It reads the available user document types and user information returned by Docsumo.
Can it decide which type to use?
It can report the available options; the requester still needs to provide any missing classification context.
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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