Refresh MCA analysis when a financing review changes
When the timing or details of a financing review change, get a fresh month-by-month view from bank statements already processed in Docsumo.
Trigger
Event Updated
Triggers when an existing Google Calendar event is modified. Returns the event ID, change type, and the specific fields that changed with their previous and new values.
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 rescheduled or revised financing review can leave you relying on an older bank statement analysis.
- Get a month-by-month breakdown of account credits, debits, and balances.
- Use a changed review event as a cue to refresh the analysis.
- Keep the analysis tied to processed bank statements in Docsumo.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction that Notis should run Docsumo MCA analysis on your processed bank statements when a financing review event changes, then report the result.
- 4Pick Event Updated as the trigger and choose where run reports go.
- 5Test with one real financing review update and processed bank statements available in Docsumo.
Questions about this workflow
Will the calendar event update process a new statement?
No. The action runs MCA analysis on bank statements after they have been processed in Docsumo.
What does the MCA analysis return?
It provides a month-by-month breakdown of account credits, debits, and balances from the processed bank statements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Docsumo. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
Connect any two apps with Notis in the middle.
Google Calendar and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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