Start underwriting MCA review automatically
Give underwriting a monthly cash flow view when the document pipeline is complete.
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
Underwriting queues stall when statement completion and analysis are handled separately.
- Join completion and analysis
- Reduce queue delays
- Give reviewers month by month evidence
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in Notis and send a processed-statement webhook from your pipeline.
- 2Create an automation describing the underwriting MCA review.
- 3Pick a Notis webhook trigger and include the required statement context.
- 4Choose where reports go and test with one real pipeline event.
Questions about this workflow
Does this make an underwriting decision?
No. It produces the MCA analysis for a reviewer.
Can the report include balances?
Yes. Docsumo MCA analysis includes month by month 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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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