Run MCA analysis when statements are ready
Start the month by month cash flow breakdown as soon as processed statements arrive.
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
Analysts lose time checking whether statement processing finished before starting MCA review.
- Start analysis promptly
- Reduce status checking
- Receive a structured monthly breakdown
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in Notis and expose a webhook for the statement-ready event.
- 2Create an automation describing the MCA analysis outcome.
- 3Pick a Notis webhook trigger and provide the statement-ready request.
- 4Choose a report channel and test with one real processed statement event.
Questions about this workflow
What must the webhook contain?
It must identify that the relevant bank statements have been processed and provide the context needed for the analysis.
What does MCA analysis include?
It provides a month by month breakdown of account credits, debits, and balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Docsumo. A trigger fires from one place; an action lands in another.
Typeform triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Document Types
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New Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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