Classify every new document card automatically
Drop a document into Trello and get a clear Docsumo classification brief without opening another tool.
Trigger
New Card Trigger
Triggered when a card is created 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
New document cards often sit unclassified, making routing and follow-up inconsistent.
- Reduce manual document triage
- See supported classifications before processing
- Keep intake decisions in the Trello workflow
Setup
Build it in a few focused steps.
- 1Connect Trello and Docsumo once in Notis.
- 2Create an automation and describe that new document cards should be reviewed for matching Docsumo classifications.
- 3Pick the Trello New Card Trigger for the relevant board.
- 4Choose where Notis should send run reports.
- 5Test it with one real document card.
Questions about this workflow
Does this upload the document to Docsumo?
No. It retrieves available user document types so you can decide how the document should be handled.
What if the card has no document or link?
The report identifies the missing source material and asks you to add it before classification.
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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No card. Works with personal or business Docsumo.