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.
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
If a deal is created but file attachments are missing, the cause depends on your form platform.
Deals from Jotform are missing bank statements
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
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
Manually uploaded bank statements need AI review
If you uploaded statements directly to the deal instead of through a form, run Fast AI Underwriting and AI Docs Check from the Underwrite tab. See I manually uploaded bank statements to a deal.
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.