Review Docsumo MCA analysis alongside Jira work
Bring a month-by-month view of bank statement credits, debits, and balances into the run report when a Jira issue changes.
Trigger
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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
Reviewing statement analysis can require switching between work tracking and financial document tools, making follow-up harder to keep in view.
- Run the available MCA analysis when a Jira issue is updated
- Summarize returned monthly credits, debits, and balances for review
- Keep the analysis report close to the Jira work that prompted it
Setup
Build it in a few focused steps.
- 1Connect Jira and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to run Docsumo MCA Analysis on available processed bank statements and summarize the returned monthly credits, debits, and balances.
- 4Pick Jira's Updated Issue trigger for the project.
- 5Choose a report channel, then test with one real issue update and an available processed statement.
Questions about this workflow
What does MCA Analysis return?
It provides a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Does the trigger run for comment activity?
No. The Jira Updated Issue event does not fire for adding, editing, or deleting a comment.
Does this action process an unprocessed bank statement?
The action is described as analyzing bank statements after documents are processed. The workflow assumes processed statements are available; it does not claim to upload or process documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Docsumo. A trigger fires from one place; an action lands in another.
Jira 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 Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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 Project
Triggered when a new project is added in Jira
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
Connect any two apps with Notis in the middle.
Jira and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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