Check document capabilities for underwriting intake
Replace a manual capability lookup with a focused summary after each underwriting form.
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
Underwriters spend attention on portal checks before they can evaluate the request.
- Shorten the intake review
- Keep capability checks consistent
- Surface missing support earlier
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docsumo once in Notis.
- 2Create the automation and state how to compare the intake request with enabled types.
- 3Pick Typeform New Form Response as the trigger.
- 4Choose where reports go and test with one real underwriting submission.
Questions about this workflow
Does this perform underwriting?
No. It checks enabled document types and summarizes intake readiness.
What if the form asks for a type that is unavailable?
The report can call out that mismatch for human follow-up.
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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