Look up Docsumo classifications from Zendesk tickets
Give agents the classification details they need without opening another dashboard or searching old answers.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Agents often lack a reliable, current list of supported document classifications and usage limits.
- Provides current classification and limit details
- Cuts context switching during ticket handling
- Makes escalation notes more complete
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docsumo once in Notis.
- 2Create an automation for classification lookup requests.
- 3Tell Notis to read the ticket, retrieve Docsumo user document types and user information, and explain which entries address the request.
- 4Pick New Zendesk Ticket as the trigger and choose where reports should go.
- 5Test with one real classification question.
Questions about this workflow
When should I use this instead of the enabled types workflow?
Use this workflow when you need the complete user specific classification list or limits, rather than only the enabled type summary.
Can it invent a classification that Docsumo does not list?
No. The report should rely on the returned Docsumo list and identify gaps for follow-up.
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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