Create an MCA breakdown from a financial review webhook
Let a completed financial review event start the detailed account breakdown automatically.
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
Financial systems signal readiness, but the analysis still waits for a manual launch.
- Connect processing readiness to analysis.
- Return month by month credits, debits, and balances.
- Reduce manual launch steps for recurring reviews.
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docsumo once in the Notis portal.
- 2Create an automation that runs MCA analysis from the processed statement references in each webhook request.
- 3Choose a Notis webhook trigger and connect the financial review sender.
- 4Choose a report channel and test with one ready event.
Questions about this workflow
What happens without processed statements?
The analysis cannot run until the required bank statements are processed and referenced in the request.
Can this replace financial judgment?
No. It provides the Docsumo breakdown for a person to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Docsumo. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Connect any two apps with Notis in the middle.
Todoist and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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