Summarize enabled Docsumo types for new Zendesk users
Give your team a quick, current answer to what this account can process in Docsumo.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Teams delay onboarding while they manually verify which document types are enabled for the account.
- Creates a fast account readiness snapshot
- Reduces repeated capability checks
- Keeps onboarding notes consistent
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docsumo once through Notis.
- 2Create an automation for new user capability summaries.
- 3Tell Notis to retrieve enabled Docsumo document types for each new Zendesk user and summarize the types most relevant to onboarding.
- 4Pick New User Created as the trigger and choose where reports should go.
- 5Test using one real new user event.
Questions about this workflow
How is this different from the full user document types lookup?
This workflow focuses on the enabled document type summary, while the full lookup includes available user classifications and user information.
Can it identify types that are not enabled?
It can report the enabled summary and note that unavailable types are outside the returned enabled set.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docsumo. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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