Close funding cases with a final MCA summary
Archive a case with a concise record of its monthly credits, debits, and balances ready for future reference.
Trigger
Card Archived Trigger
Triggered when a card is archived in the specified board
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
Closed funding cases can be difficult to reconstruct when the financial review is scattered across cards and files.
- Improve case closeout records
- Reduce future reconstruction work
- Keep financial history easy to scan
Setup
Build it in a few focused steps.
- 1Connect Trello and Docsumo once in Notis.
- 2Create an automation asking Notis to run or summarize MCA analysis for processed statements on archived funding cards.
- 3Pick the Trello Card Archived Trigger.
- 4Choose where closeout reports should be delivered.
- 5Test by archiving one completed case.
Questions about this workflow
What if the case was never analyzed?
The report explains that processed statements or an available MCA result were missing.
Can the summary be used for a later review?
Yes. It captures the returned month by month credits, debits, and balances in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Docsumo. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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 Activity Trigger
Triggered when there is activity in Trello.
New Board Trigger
Triggered when a board is created in the specified workspace
New Card Trigger
Triggered when a card is created in the specified board
Card Updated Trigger
Triggered when a specific card is updated
Connect any two apps with Notis in the middle.
Trello and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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