Check finance intake support instantly
Get a concise support check before finance work enters the processing queue.
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
Finance teams manually verify document support before they can start review.
- Reduce manual capability checks
- Route requests with more confidence
- Keep intake notes consistent
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docsumo once in Notis.
- 2Create the automation and describe the finance support summary.
- 3Pick Typeform New Form Response as the trigger.
- 4Choose where reports go and test with one submitted intake.
Questions about this workflow
What data does the action need?
It needs the Docsumo connection and the submitted Typeform response context.
Can it summarize only relevant types?
Yes. Tell Notis to focus the report on the categories mentioned in 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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No card. Works with personal or business Docsumo.