Know which document types Docsumo has enabled
Ask about document support in WhatsApp and get the current enabled types in a Notis run report.
Trigger
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.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
When someone asks whether Docsumo supports a document type, checking the account manually interrupts the work already in front of you.
- Check the current enabled document types without leaving your chat flow.
- Keep the lookup request and its result connected in a single automation run.
- Send the result to a report channel you already use.
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 use Docsumo's enabled document types summary for relevant incoming questions and report the result.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
- 5Test with one real WhatsApp message asking which document types are enabled.
Questions about this workflow
Does this workflow classify a document sent in WhatsApp?
No. It retrieves the enabled document types summary from Docsumo. The available action does not classify or process an attached document.
Will Notis reply to the WhatsApp sender?
The described workflow reports the result through the run report channel you choose. The listed Docsumo action does not send WhatsApp replies.
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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