Create a current document menu for vendors
Help vendors submit the right documents by showing what Docsumo can process now.
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
Vendor onboarding stalls when document requirements are based on outdated assumptions.
- Keep guidance aligned with enabled types
- Reduce back and forth with vendors
- Make requirements easier to explain
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docsumo once in Notis.
- 2Create the automation and describe the vendor document summary you want.
- 3Pick Typeform New Form Response as the trigger.
- 4Choose the run report destination and test with one vendor response.
Questions about this workflow
Will it create new Docsumo types?
No. It only retrieves the enabled document types already available to the user.
Can the summary be sent to a shared channel?
Yes. Choose the report channel during automation setup.
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.