Start underwriting analysis from a webhook
Turn an approved underwriting request into a consistent MCA analysis 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
Underwriting queues grow when approved requests still require a manual copy and paste into the analysis step.
- Shorten underwriting handoffs
- Keep approved requests moving
- Standardize analysis reports
Setup
Build it in a few focused steps.
- 1Connect Docsumo and the underwriting system in Notis.
- 2Create an automation telling Notis to run MCA analysis for each webhook request that identifies processed bank statements.
- 3Choose a Notis webhook trigger and configure the underwriting sender.
- 4Choose a report channel and test with one approved underwriting request.
Questions about this workflow
What input is required?
The request must identify processed bank statements that Docsumo can analyze.
What does the result contain?
It contains month by month account credits, debits, and balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Docsumo. A trigger fires from one place; an action lands in another.
Fireflies triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
Connect any two apps with Notis in the middle.
Fireflies and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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