Check Docsumo document types from every Typeform intake
Turn each submitted intake into a clear view of which Docsumo document types are ready to process.
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
Teams lose time checking Docsumo capabilities manually after every new intake.
- See available processing options immediately
- Reduce portal switching after form submissions
- Give the next operator a concise handoff
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docsumo once in Notis.
- 2Create an automation and describe the desired summary in one instruction.
- 3Pick Typeform New Form Response as the trigger.
- 4Choose where run reports should go and test with one real submission.
Questions about this workflow
What starts this workflow?
A completed and submitted Typeform response starts it.
What does Docsumo return?
It returns a summary of document types enabled for the user.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.