Run MCA analysis for deal bank statements
Turn deal stage momentum into a timely month by month financial review.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 stalls when statement analysis is separated from the deal record.
- Shorten underwriting handoffs
- Surface monthly credits and debits quickly
- Keep the review tied to the deal
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Docsumo in Notis once.
- 2Create an automation in Automations with a name and prompt.
- 3Tell Notis to run Docsumo MCA analysis for the deal when its context includes processed bank statements, then summarize credits, debits, and balances.
- 4Pick the Pipedrive New Deal Received trigger.
- 5Choose a report channel, then test with one real deal.
Questions about this workflow
Will this process a file that is not available to Docsumo?
No. The prompt should reference processed statements or provide the required document context; otherwise the report flags missing input.
What does the analysis include?
Docsumo returns a month by month breakdown of account credits, debits, and balances after documents are processed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Docsumo. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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