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Notis

Route document intake with enabled Docsumo types

Give each intake event a current capability signal before it reaches a reviewer.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

Why this helps

Requests are routed by assumption when the team lacks a shared view of enabled document categories.

  • Support consistent intake routing.
  • Reduce capability based rework.
  • Return a report tied to the incoming request.

Setup

Build it in a few focused steps.

  • 1Connect Todoist and Docsumo once in the Notis portal.
  • 2Create an automation that returns enabled Docsumo document types and relates the result to each webhook intake event.
  • 3Choose a Notis webhook trigger and connect its endpoint to the intake source.
  • 4Choose a report channel and test with one intake event.

Questions about this workflow

Does this assign a reviewer?

No. It provides the enabled type summary so your process can make the routing decision.

Can the intake event include document context?

Yes. Include the document context in the webhook request for a useful report.

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.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Task Created

Trigger when a new task is added to Todoist.

TriggerPolling

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.

ActionInstant

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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