Start MCA analysis from any finance system
Connect your finance intake to a structured monthly analysis without a manual handoff.
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
Finance systems collect analysis requests but leave the final review step disconnected.
- Connect custom finance intake
- Start analysis consistently
- Return structured monthly results
Setup
Build it in a few focused steps.
- 1Connect Docsumo in Notis once.
- 2Create an automation that runs MCA analysis using the processed bank statements identified in each webhook request.
- 3Choose a Notis webhook trigger and connect its endpoint to your finance system.
- 4Choose the report destination, then test with one real statement request.
Questions about this workflow
What inputs are required?
The request must identify processed bank statements or provide enough context for Notis to find them.
What result comes back?
Docsumo returns month by month account credits, debits, and balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Docsumo. A trigger fires from one place; an action lands in another.
Discord 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 Discord Message Trigger
Polls a specific Discord channel for new messages.
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 Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Connect any two apps with Notis in the middle.
Discord and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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