Move a reviewed deal from documents into Api labz
Turn document review into a clear next step: integrate the deal after the required details have been prepared.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Integrate Deal
Add a new or updated deal record to the system.
Why this helps
Founders can lose time re-entering deal details from processed documents into a separate system.
- Reduce re-entry after document review.
- Make the handoff happen when required details are ready.
- Keep a report of each attempted deal integration.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Api labz once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe that a webhook request after document review should integrate the prepared deal with Api labz.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real deal and verify that its required fields are ready.
Questions about this workflow
Does this extract and prepare deal fields automatically?
Affinda is described as extracting document data, but the action is deal integration. Ensure the required deal details are supplied in the request or prepared beforehand.
What happens if required details are missing?
The action is intended for a new or updated deal after required fields are prepared. Review the run report and provide missing details before retrying.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Api labz. A trigger fires from one place; an action lands in another.
Affinda 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
Add a new or updated deal record to the system.
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When this happens · Trigger
Do this · Action
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