Run MCA analysis when a Zendesk finance ticket arrives
Move from a finance support request to a month by month statement summary without manually rebuilding the analysis.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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 tickets can stall while someone finds processed statements and assembles account credit, debit, and balance details.
- Surfaces monthly credits, debits, and balances
- Shortens finance ticket investigation time
- Flags when the referenced statements are unavailable
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docsumo in Notis.
- 2Create an automation for MCA statement review.
- 3Tell Notis to read each finance ticket, use the referenced processed bank statements for Docsumo MCA Analysis, and summarize monthly credits, debits, balances, and missing inputs.
- 4Select New Zendesk Ticket as the trigger and choose a report destination.
- 5Test with one ticket that references processed bank statements.
Questions about this workflow
What if the ticket has no processed bank statements?
Notis should report that the analysis cannot run yet and identify the missing statements or reference.
Does the workflow approve or decline financing?
No. It returns the Docsumo analysis for human review and decision making.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.