Start MCA analysis from a webhook
Give finance systems a direct path to a structured MCA review when a statement is ready.
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
Analysis requests can wait in queues when finance systems have no simple trigger for the next review.
- Start analysis from existing systems
- Keep review context with the request
- Receive consistent monthly breakdowns
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsumo once in the Notis portal if email context is needed.
- 2Create an automation with a webhook trigger.
- 3Tell Notis to use the payload to identify the processed bank statement and request Docsumo MCA analysis.
- 4Choose a report channel and provide the webhook endpoint to the approved system.
- 5Test with one real processed statement request.
Questions about this workflow
Does the webhook process the document?
No. The statement must already be processed before the MCA analysis action runs.
What does the result include?
The result includes month by month account credits, debits, and balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docsumo. A trigger fires from one place; an action lands in another.
Outlook triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Triggered when a new contact is added in the Outlook contacts.
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.
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Connect any two apps with Notis in the middle.
Outlook and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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