Keep deal handoffs moving on a schedule
Give deal integration a recurring place in your workflow, with a run report for each scheduled pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Integrate Deal
Add a new or updated deal record to the system.
Why this helps
Deal handoffs may be forgotten when follow-up depends on someone remembering to revisit the pipeline.
- Create a regular checkpoint for deal integration.
- Reduce reliance on memory for routine follow-up.
- Review each run through its report.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Api labz once in the Notis portal.
- 2Create an automation and prompt Notis to identify and prepare eligible deals for integration.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real deal to confirm the expected handoff.
Questions about this workflow
Can the schedule discover deals without guidance?
The prompt should describe which deal records to consider. Any required criteria or information unavailable from the connected apps must be supplied by you.
Does the schedule guarantee a deal was changed?
No. The run report shows what the automation did; review it to confirm the outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Api labz. A trigger fires from one place; an action lands in another.
Affinity triggers
Api labz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Validate IBAN
Check whether an IBAN has a valid structure.
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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List tables in a data base.
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Connect any two apps with Notis in the middle.
Affinity and Api labz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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