MCA Pilot can automatically send deal data to external tools whenever specific events occur—like when an offer is created, a deal status changes, or a submission happens. This lets you trigger automations in Zapier, Make, n8n, Go High Level, or any platform that accepts webhooks.
Before you begin: You'll need a webhook URL from your automation platform (Zapier, Make, n8n, etc.). Most platforms provide this when you create a new webhook trigger.
Setting up a webhook workflow
Navigate to Settings → Workflows in MCA Pilot.
Configure your workflow:
Webhook URL — Paste the webhook URL from your automation platform
Event — Select which event triggers the webhook (see available events below)
Notification options (optional) — Choose whether to notify originators, closers, or both when this event fires
Click Save. MCA Pilot will now POST deal data to your webhook URL whenever the selected event occurs.
Available events
Common events include:
Offer Created — Fires when a new offer is added to a deal
Deal Status Updated — Fires when a deal moves to a new status
Deal Originators Updated / Deal Closers Updated — Fires when team assignments change
Each webhook payload includes the full deal data (UUID, created date, funder info if available, and event-specific fields). Use this data in your automation platform to update CRMs, send notifications, or trigger follow-up workflows.
Example use cases
Auto-tag in Go High Level — When an offer is created, send deal data to GHL and apply an "Offer Received" tag
Slack notifications — Post to a Slack channel whenever a deal reaches "First Approval" status
CRM sync — Update deal stages in your external CRM whenever MCA Pilot deal status changes
Email campaigns — Trigger a Mailchimp or ActiveCampaign sequence when a funding application starts
Webhook URLs must be publicly accessible. If using Zapier/Make/n8n, copy the webhook URL from your trigger step before configuring the workflow in MCA Pilot.
Testing your webhook
After saving, trigger the event manually (e.g., create a test offer) and check your automation platform's webhook logs to confirm the data arrives. Most platforms show recent webhook deliveries and payloads for debugging.