Screen funding cases from one Trello card
Give your funding review a useful financial profile as soon as prepared statements enter the case board.
Trigger
New Card Trigger
Triggered when a card is created 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
Funding teams manually assemble monthly statement figures before they can decide what to review next.
- Shorten first pass review
- Keep financial evidence connected to the case
- Surface monthly trends for faster decisions
Setup
Build it in a few focused steps.
- 1Connect Trello and Docsumo once in Notis.
- 2Create an automation instructing Notis to run MCA analysis for processed bank statements on new funding case cards.
- 3Pick the Trello New Card Trigger.
- 4Choose a report channel for screening results.
- 5Test with one prepared funding case.
Questions about this workflow
What prerequisite does this need?
The bank statements must be processed and available to Docsumo for MCA analysis.
Does it approve or decline the case?
No. It returns the analysis summary so your team can make the decision.
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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