Enable the Send PSF button on offers so you can push a pre-filled PSF to a DocuSeal form, Zapier workflow, or any webhook endpoint from inside a deal.
Enable the Send PSF button
In MCA Pilot, open Settings.
Click the Visibility tab.
Scroll down to the Button section and expand it.
Check the box for Show send PSF button on offers.
Add your PSF webhook URL
Still in the Visibility tab, below the button toggle, enter your webhook URL into the Send PSF webhook URL field.
Use a Zapier, Make, or N8N workflow URL that receives MCA Pilot webhooks.
Your workflow will catch the webhook data and push it to your form platform (for example, DocuSeal) to generate the PSF for signature.
Make sure the URL is active. If the workflow is paused, the webhook is pointed at the wrong Zapier workflow, or your Zapier account has no credits, the PSF send will fail.
Send a PSF from a deal
Open a deal and click the Send PSF button on the offer.
Enter the PSF details in the form that appears:
Amount
Bank Name
Routing Number
Account Number
Verify the business address, business phone, and email the PSF will be sent to.
Click Confirm.
MCA Pilot sends the PSF data to your webhook URL. Your workflow then calls the API of your form platform to send the PSF out for merchant signature.
Build the receiving workflow
In Zapier, Make, or N8N, set up a workflow that:
Receives the webhook from MCA Pilot.
Maps the incoming fields into the API call or template for your form platform.
Triggers the send to the merchant for signature.
What you map depends on your form platform and PSF template. Common fields to pass through are the amount, bank details, business address, phone, and email.
See How to automate actions with webhooks for the general webhook setup pattern.
Troubleshooting
Send PSF button does not appear on offers
Send PSF button does not appear on offers
Check that Show send PSF button on offers is enabled in Settings → Visibility → Button. If the toggle is on and the button still does not show, confirm the deal has an offer and that the user has permission to edit offers.
Webhook is not received by the workflow
Webhook is not received by the workflow
Confirm the Send PSF webhook URL is active and pointed at the correct endpoint. In Zapier, check the workflow status, trigger step, and that the account has available credits. In Make or N8N, check the scenario or workflow is enabled and not filtered out.
PSF fields arrive blank or incorrect in the form
PSF fields arrive blank or incorrect in the form
Check the field mapping in your workflow. Compare the webhook payload field names from MCA Pilot with the field names your form platform expects. If the business address, phone, or email is wrong, verify it in the deal before you click Confirm.
Related guides
How to integrate a DocuSeal application form into MCA Pilot — for setting up the DocuSeal form that receives the PSF data.
How to automate actions with webhooks — for general webhook configuration in Zapier, Make, or N8N.
Receive application files through a webhook and verify deal attachments — for troubleshooting webhook delivery and file handling.
Need help with the webhook setup? Contact support via the chat icon or email [email protected].