Sync approved deals from 21risk every week
Start each week with approved deals already available in the next system.
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
Weekly deal handoffs become a backlog when approvals arrive across different days and channels.
- Clear deal handoff backlog
- Reduce weekly admin work
- Keep systems aligned
Setup
Build it in a few focused steps.
- 1Connect 21risk and Api labz in Notis once.
- 2Create an automation named Weekly approved deal sync.
- 3Tell Notis to find newly approved deals since the previous run, verify their required details, and integrate them into Api labz.
- 4Pick a recurring Notis cron schedule and choose the report channel.
- 5Test with one recently approved deal.
Questions about this workflow
How does Notis know which deals are new?
You instruct it to use the available 21risk approval information and the previous run context; any missing history must be supplied.
What does the report include?
It summarizes integrated deals and any records that need more information.
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
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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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No card. Works with personal or business Api labz.