Get an MCA breakdown when a review is requested
Start an on-demand analysis of processed bank statements and review monthly credits, debits, and balances in the run report.
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
An MCA review can stall when someone has to remember to open a separate analysis tool and pull together monthly bank activity.
- Start the analysis from an HTTP request to a Notis webhook.
- Get a month-by-month breakdown of account credits, debits, and balances.
- Keep the analysis result in the run report channel you choose.
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in the Notis portal and confirm the relevant bank statements have already been processed.
- 2Create an automation in Automations > New Automation and give it a name.
- 3In one instruction, ask Notis to run Docsumo MCA Analysis on the processed bank statements and report the month-by-month result.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real webhook request and an example with processed statements.
Questions about this workflow
Does this workflow upload or process the bank statements?
No. The available MCA Analysis action is for bank statements after documents are processed. This workflow assumes the relevant statements are already processed in Docsumo.
What does the analysis return?
The action performs merchant cash advance analysis with 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 Whatsapp to Docsumo. A trigger fires from one place; an action lands in another.
Whatsapp 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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Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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 Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Connect any two apps with Notis in the middle.
Whatsapp and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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