Create a lending cash flow breakdown
Turn completed statement processing into a review-ready cash flow view.
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
Lending teams manually assemble monthly cash flow details after documents finish processing.
- Reduce spreadsheet assembly
- Speed review preparation
- Keep monthly figures together
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in Notis and configure the lending system to call a webhook.
- 2Create an automation with the cash flow breakdown instruction.
- 3Pick a Notis webhook trigger and provide processed statement context.
- 4Choose the report destination and test with one lending event.
Questions about this workflow
What figures are returned?
The action returns monthly account credits, debits, and balances.
Can it run before processing finishes?
It should be triggered only after the lending system reports processed statements.
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
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
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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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