Screen new finance users for Docsumo MCA analysis
Turn a new finance account event into a clear statement analysis handoff when the supporting documents are ready.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
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
Finance onboarding can lose momentum when teams do not know whether the referenced statements are ready for analysis.
- Checks analysis readiness early
- Summarizes monthly account activity when available
- Makes missing statement inputs explicit
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docsumo in Notis.
- 2Create an automation for new user MCA screening.
- 3Tell Notis to inspect the new user's available finance context, run Docsumo MCA Analysis on referenced processed bank statements, and report monthly credits, debits, balances, or missing inputs.
- 4Select New User Created as the trigger and choose a report channel.
- 5Test with one new finance user whose statements are already processed.
Questions about this workflow
What happens when no statements are referenced?
The report should say that MCA analysis is pending and list the statement reference needed to continue.
Does creating the user upload documents to Docsumo?
No. The action analyzes processed statements that are already available to Docsumo.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docsumo. A trigger fires from one place; an action lands in another.
Zendesk 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.
New User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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