Hand off checklist-ready deals every Friday
Close the week by moving checklist-ready deals into the system that acts on them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
Why this helps
Completed checklist work still needs a manual deal handoff, so ready opportunities wait over the weekend.
- Clear ready-to-run work
- Reduce weekend backlog
- Connect controls to operations
Setup
Build it in a few focused steps.
- 1Connect 21risk and Api labz in Notis once.
- 2Create an automation named Friday checklist-ready deal handoff.
- 3Tell Notis to find deals whose 21risk checklist requirements are complete, verify available details, and integrate them into Api labz.
- 4Pick a recurring Notis cron schedule and choose the report channel.
- 5Test with one completed checklist and its deal.
Questions about this workflow
What counts as checklist complete?
Use the completion status provided by 21risk; any missing rule must be stated in the prompt.
Will incomplete deals be sent?
No. Notis reports them as not ready for integration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Api labz. A trigger fires from one place; an action lands in another.
21risk triggers
Api labz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
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Connect any two apps with Notis in the middle.
21risk and Api labz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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