Move qualified Agile CRM deals into Api labz
Give a qualified deal one clear route into Api labz, without re-entering the details by hand.
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
Deal information gets copied between systems, creating busywork and chances to miss an update.
- Reduce repeated deal entry
- Keep submitted deal details together
- Review a run report after each attempt
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Api labz once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, tell Notis to prepare the submitted Agile CRM deal details and integrate the deal into Api labz.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real qualified deal submission.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No Agile CRM trigger event is listed here. A Notis webhook starts the automation when an HTTP request is sent with the deal context.
What if required deal details are missing?
Tell Notis to use only details present in the submission and report missing required information instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Api labz. A trigger fires from one place; an action lands in another.
Agile CRM 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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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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