Review Docsumo's available document classifications
Use a WhatsApp selection as the cue to retrieve the document type catalog and account limits from Docsumo.
Trigger
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Action
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.
Why this helps
Following up on a document option can mean switching apps to find out which classifications and account limits are available.
- Retrieve the available user document types when a selection comes in.
- Include Docsumo user information and limits in the lookup result.
- Review the result in your configured run report channel.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Docsumo once in the Notis portal.
- 2Create an automation in Automations > New Automation and give it a name.
- 3In one instruction, ask Notis to retrieve Docsumo's available user document types and user information when an interactive reply arrives, then report the result.
- 4Pick the WhatsApp Interactive Reply Received trigger and choose where run reports should go.
- 5Test with one real interactive reply.
Questions about this workflow
Does the interactive reply tell Docsumo which document to classify?
No. The action lists available user document types and user information. The listed events do not provide a document classification action.
What is the difference between the two Docsumo document type lookups?
Get User Document Types lists available user document types and user information, including user limits. Get Enabled Document Types retrieves an enabled document types summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Docsumo. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Connect any two apps with Notis in the middle.
Whatsapp and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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