Start MCA analysis from a bank statement review webhook
Give your underwriting queue a direct path from review-ready signal to cash flow analysis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A ready-for-review signal can sit idle while someone manually starts the financial analysis.
- Remove a manual launch step
- Standardize review handoffs
- Get consistent monthly financial breakdowns
Setup
Build it in a few focused steps.
- 1Connect Coda and Docsumo once in Notis if Coda context is part of your review.
- 2Create an automation instructing Docsumo to run MCA analysis when the webhook arrives for processed bank statements.
- 3Choose the Notis webhook trigger and provide its endpoint to your sending system.
- 4Choose a report channel and test with one real review webhook.
Questions about this workflow
What must the webhook represent?
It should signal that the relevant bank statement documents are processed and ready for MCA analysis.
Can the webhook upload statements?
No. The documents need to be processed in Docsumo before this action runs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Docsumo. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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 Coda Document Trigger
Triggers when a new Coda document is created.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Connect any two apps with Notis in the middle.
Coda and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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