Start a Docsumo cash flow analysis from an HTTP request
When your existing review process sends a request, ask Docsumo for the monthly bank statement breakdown and receive a Notis run report.
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 document review can be ready for analysis while the person coordinating it is occupied with other work, leaving the next step easy to miss.
- Use an HTTP request as the trigger for a Docsumo analysis.
- Run analysis when an existing process signals readiness instead of relying on someone to remember the next step.
- See the result or any execution issue in the chosen Notis report channel.
Setup
Build it in a few focused steps.
- 1Connect Docsumo in the Notis portal and connect any other app involved in your process once.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis in one instruction to run MCA analysis on available processed bank statements when the request arrives.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real test request and review the run report.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Your existing process needs to send that request when analysis is ready.
Does this webhook provide bank statements to Docsumo?
The listed action performs MCA analysis on bank statements after they have been processed in Docsumo. This workflow does not upload or process statements.
Can I choose what the analysis checks?
You can describe the intended outcome in your instruction. The available action is MCA analysis, which provides monthly credits, debits, and balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docsumo. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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