Review supported evidence for compliance intake
Start every compliance review with a current list of processable document types.
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
Compliance queues slow down when supported evidence is checked inconsistently.
- Create a repeatable first review
- Reduce unsupported submissions
- Give reviewers a clear starting point
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docsumo once in Notis.
- 2Create an automation describing the compliance support summary.
- 3Pick the Typeform New Form Response trigger.
- 4Choose the report channel and test with one real response.
Questions about this workflow
Is this a compliance decision?
No. It reports enabled document types for reviewer follow-up.
Can I change the report destination later?
Yes. Update the automation's report channel in Notis.
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.
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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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