Create a vendor document capability profile
Give vendor operations a reusable view of available classifications and limits.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Vendor teams repeatedly ask for the same account capability details.
- Reduce repeated capability questions
- Improve vendor handoffs
- Keep limits visible
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docsumo once in Notis.
- 2Create an automation describing the vendor capability profile.
- 3Pick Typeform New Form Response as the trigger.
- 4Choose where reports go and test with one vendor response.
Questions about this workflow
Is the profile permanent?
The workflow creates a report for each response using current Docsumo data.
Can it focus on one document category?
Yes. Tell Notis which category from the response to emphasize.
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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