Receive application files through a webhook and verify deal attachments

Connect your application form to MCA Pilot via webhook so deals and file attachments are created automatically, then verify that files land on the correct deal.

Get your webhook URL

MCA Pilot generates a unique webhook URL for each application form integration. The URL follows this format:

https://webhook.mcapilot.com/nln4oez113cp7t/{GUID}

The GUID is unique to your integration. Reach out via the blue chat icon in MCA Pilot, email [email protected], WhatsApp wa.me/15559026222, SMS +1 833-610-4177, or invite [email protected] to your company Slack channel to request your URL.

If your integration still uses the old https://n8n.mcapilot.com/webhook/ format, update to the new Hookdeck base URL. See How to update your webhook URL to the new Hookdeck format for instructions.

You do not need a new webhook URL for every new rep. Clone the existing form in your platform, copy the same webhook URL into the new form, and add the new form ID to the rep’s profile in Settings → Workspace. Only request a new webhook URL from support if you are building a completely new integration.

Add the webhook to your form platform

Paste your webhook URL into the webhook settings of your form platform. Common paths are:

DocuSeal: Settings → API → Webhooks. Keep only the form.completed event checked.
Jotform: Edit Form → Settings → Integrations → Webhooks.
GoHighLevel: Automation → Webhooks.
Custom forms: Paste the URL into your form’s webhook or HTTP callback settings.

Enable file attachments for Jotform

MCA Pilot needs a Jotform API key to download file attachments such as bank statements from submissions.

Log in to Jotform and click your profile icon.
Select My Account and navigate to API (or visit jotform.com/myaccount/api).
Click Create New Key.
Enter a label like “MCA Pilot Integration”.
Copy the generated key and send it to support via chat or email.

You only need to do this once. After support configures the key, all new Jotform submissions will include their file attachments.

Assign form IDs to reps

If each rep uses a separate form, map the form to the rep so deals auto-assign correctly.

Copy the form ID from your form platform.
In MCA Pilot, go to Settings → Workspace → select the rep → click Edit.
Paste the form ID into the Unique App ID field.
Click Done.

Test a submission and confirm the deal

Submit a test application from your form. In MCA Pilot, locate the new deal and verify:

The deal is assigned to the correct rep.
The merchant details match the form fields.

Verify files landed on the deal

Check that bank statements and other file attachments arrived on the correct deal.

Open the deal and look at the Bank Statements field.
If files are present, the integration is working.
If files are missing or you need to confirm completeness, open the Underwrite tab and click AI Docs Check.

AI Docs Check updates the deal status based on what it finds:

Ready to Submit — the application and the last three months of bank statements are present.
Missing Documents — something is absent. The missing items are written into the deal and visible in the Notes button and the Documentation Check field.

When files don’t appear after a submission

Deals from Jotform are missing bank statements

Common causes are a missing Jotform API key, a Jotform API outage, or an unmapped field name after a form edit. See Why did a deal from Jotform appear in MCA Pilot without bank statements? for causes and fixes.

Upload spinner keeps spinning or files never appear

Wait for the upload to finish and do not reload the page. Confirm the Edit button shows Done before submitting. If files are still missing, check Compress Statements in the Underwrite tab for an errored status and re-upload clean PDFs. See Fix bank statement upload failures.

Manually uploaded bank statements need AI review

If you uploaded statements directly to the deal instead of through a form, run AI Underwriting and AI Docs Check from the Underwrite tab. See I manually uploaded bank statements to a deal.

Deal created by webhook but attachments are missing

If a deal is created by webhook but file attachments or bank statement URLs are missing, the payload may have been incomplete or oversized.

Check the webhook payload

Confirm the deal was created but the Bank Statements field is empty.
If you use a separate form for bank statements, make sure it posts to the same webhook URL as the main application form.

Pass the business name from the first form into a hidden field on the second form via a URL parameter so MCA Pilot can match the attachments to the correct deal.

Reduce oversized files

Large file uploads can cause submission failures. If you see an error like “message failed 550 error reading data, max message size exceeded”, the files are too large.

Go to the deal’s Underwrite tab and click Compress Statements.
Verify each file is below 18 MB.
Re-upload or resubmit the compressed files.
If the files are still too large, split the statements across multiple submissions or use an external PDF compression tool.

Most funders will not accept Google Drive links, so files must be reduced before submission.

When attachments land on the wrong deal or you need a new webhook URL

I need a new webhook URL for a new form

To get a new URL for a new integration, reach out via the blue chat icon in MCA Pilot, email [email protected], WhatsApp wa.me/15559026222, SMS +1 833-610-4177, or invite [email protected] to your company Slack channel.

Attachments landed on the wrong deal

If bank statements or other files appear on a deal that does not match the merchant, check whether the attachment form sent enough data to match the files to the correct deal.

Confirm the attachment form posts to the same webhook URL as the main application form.
If the application and attachments come from separate forms, pass the business name from the first form into a hidden field on the second form via a URL parameter. This lets MCA Pilot match the attachments to the correct deal.
Check that the second form sends the same business identifier that the first form uses.

Need help? Reach us through the blue chat icon in MCA Pilot, email [email protected], WhatsApp wa.me/15559026222, SMS +1 833-610-4177, or invite [email protected] to your company Slack channel.