Find deal records ready for integration
Use a scheduled review to surface missing deal details and send prepared records to Api labz.
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
Incomplete records waste time when discovered only after someone starts a handoff.
- Identify missing information before handoff
- Integrate records with required fields prepared
- Make follow-up items visible in run reports
Setup
Build it in a few focused steps.
- 1Connect Agiled and Api labz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the readiness review.
- 3Tell Notis to review available deals, report missing required information, and integrate records that are ready.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one complete and one incomplete real deal example.
Questions about this workflow
Does this create a required-field checklist from Api labz?
The action description says required fields should be prepared, but it does not list them. Provide the required fields in your instruction.
Will incomplete deals be sent?
Instruct Notis to report incomplete records and integrate only records with the required information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Api labz. A trigger fires from one place; an action lands in another.
Agiled 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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