Keep MCA analysis current as cases change
When a statement case changes, Notis can rerun the analysis and highlight the updated monthly figures.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
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Underwriting decisions can rely on outdated analysis after documents are replaced or added.
- Reduce stale underwriting data
- Spot changes after document replacement
- Keep review reports synchronized with case activity
Setup
Build it in a few focused steps.
- 1Connect Trello and Docsumo once in Notis.
- 2Create an automation that reruns MCA analysis only when the updated card indicates statement changes.
- 3Pick the Trello Card Updated Trigger.
- 4Choose where refreshed reports should go.
- 5Test with one case that has a changed statement set.
Questions about this workflow
Can it avoid unnecessary reruns?
Your instruction can tell Notis to run only when the visible update concerns statements or related financial evidence.
What if no processed statements are available?
The report records that MCA analysis could not run because the required processed documents were missing.
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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