Leave every archived document case with a clear classification
Before a card disappears from active work, capture the document classification context your team may need later.
Trigger
Card Archived Trigger
Triggered when a card is archived in the specified board
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
Archived cards often lose the classification context needed for audits and future reference.
- Improve archive clarity
- Support later audits and retrieval
- Reduce reopening work
Setup
Build it in a few focused steps.
- 1Connect Trello and Docsumo once in Notis.
- 2Create an automation asking Notis to summarize the archived card and match its documents to Docsumo user document types.
- 3Pick the Trello Card Archived Trigger.
- 4Choose where final archive reports should be sent.
- 5Test by archiving one noncritical document card.
Questions about this workflow
Can it recover an archived card?
No. It reads the archive event and available card context to produce a report.
What if classification is uncertain?
The summary marks uncertainty and lists the available Docsumo types that could fit.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Docsumo. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
New Board Trigger
Triggered when a board is created in the specified workspace
New Card Trigger
Triggered when a card is created in the specified board
Card Updated Trigger
Triggered when a specific card is updated
Connect any two apps with Notis in the middle.
Trello and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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