Run MCA analysis from a processing webhook
Send a completed statement signal straight into a structured MCA review.
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 finished processing event still leaves someone manually launching the financial analysis.
- Launch analysis as soon as processing is complete.
- Receive a month by month account breakdown.
- Keep the processing signal and analysis report connected.
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docsumo once in the Notis portal.
- 2Create an automation that runs Docsumo MCA analysis using the processed statement references in each webhook request.
- 3Choose a Notis webhook trigger and connect it to the processing event sender.
- 4Choose a report channel and test with one completed statement event.
Questions about this workflow
What if statements are not processed yet?
The workflow needs processed documents and usable references; missing inputs must be supplied before analysis can run.
What figures are reported?
Docsumo returns month by month account credits, debits, and balances.
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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