Process prepared deal updates on schedule
Give prepared deal updates a dependable place in your routine, then send them through Api labz with a run report.
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
Updates collected for later can remain outside the deal system when nobody owns the next entry step.
- Create a repeatable checkpoint for prepared deal updates.
- Reduce manual re-entry of required deal details.
- See integration outcomes in the chosen run report channel.
Setup
Build it in a few focused steps.
- 1Connect Agentql and Api labz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction how to integrate each prepared new or updated deal record supplied for the run.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example containing a prepared deal update.
Questions about this workflow
Will this workflow find deal updates on its own?
The listed action integrates a supplied new or updated deal record. The records must be made available to the scheduled run.
What happens if required deal details are missing?
The action is intended for records with required fields prepared. The workflow should report missing information for a person to resolve before integration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Api labz. A trigger fires from one place; an action lands in another.
Agentql 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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When this happens · Trigger
Do this · Action
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