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Notis

Check Docsumo coverage for partner requests

Give partnerships a clear answer about document coverage before work is promised.

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

Partner requests create avoidable delays when capability checks happen after the handoff.

  • Set expectations earlier
  • Reduce internal clarification loops
  • Create a traceable intake report

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Docsumo once in Notis.
  • 2Create the automation and describe the partner coverage report.
  • 3Pick Typeform New Form Response as the trigger.
  • 4Choose the report channel and test with one partner response.

Questions about this workflow

What does coverage mean here?

It means whether requested categories appear among the user's enabled Docsumo document types.

Can the report include the original response?

Yes. Ask Notis to include the relevant response context in the report.

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.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

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.

ActionInstant

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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