Send prepared deal updates to Api labz on schedule
Batch a prepared set of deal updates into a scheduled handoff and review the run report afterward.
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
A batch of deal updates can linger when each record requires a separate manual handoff.
- Handle prepared deal updates in a recurring handoff
- Reduce repeated manual submissions
- Review the automation report for missing details or errors
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, ask Notis to integrate the prepared deal updates supplied for each run and report missing required details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real prepared deal update.
Questions about this workflow
Does the schedule retrieve deal changes from Agile CRM?
No Agile CRM read action or event trigger is listed. Supply the prepared deal updates for each run.
Can the integration action handle a deal record?
The listed action integrates a deal into Api labz after required fields are prepared. The workflow should use only details that are available.
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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When this happens · Trigger
Do this · Action
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