Review processing readiness from a client intake
Know whether your document workflow is ready before the next handoff.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
New client requests sit in limbo while someone verifies supported Docsumo types.
- Spot unsupported requests earlier
- Create a consistent intake review
- Keep onboarding moving without manual lookups
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docsumo once in Notis.
- 2Create an automation with one plain language instruction for the readiness review.
- 3Pick the Typeform New Form Response trigger.
- 4Select a report channel, then test with one real client intake.
Questions about this workflow
Can this workflow approve a client?
No. It reports enabled document types so your team can make the decision.
Does it require field mapping?
No. Describe the review in plain language and let Notis analyze the response.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Docsumo. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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