Know which Docsumo document types you can use
Every new intake card gets a fast check against the document types your Docsumo workspace actually supports.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Teams lose time planning workflows around document types that are not enabled in their account.
- Avoid unsupported processing plans
- Surface account limits early
- Give operators a concise intake decision
Setup
Build it in a few focused steps.
- 1Connect Trello and Docsumo once in Notis.
- 2Create an automation that checks the enabled Docsumo types against each new intake card.
- 3Pick the Trello New Card Trigger.
- 4Select a report channel for the readiness result.
- 5Test with one current intake card.
Questions about this workflow
What does the report include?
It summarizes enabled document types and explains which are relevant to the card content.
Can it handle cards with multiple files?
Yes, the prompt can ask Notis to review all visible attachments and links, while noting any inaccessible items.
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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