Keep deal updates moving on a schedule
Have Notis review deal information on a schedule, prepare required fields, and send updated 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
Deal updates can remain stranded in one system when teams rely on memory to copy them over.
- Create a repeatable deal update routine
- Reduce manual copying between systems
- Report missing required information before integration
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 scheduled deal update.
- 3Tell Notis to review available deal updates, prepare required fields, integrate records, and report missing information.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real updated deal.
Questions about this workflow
Can this detect changes since the last run?
Only if the information available to Notis supports that comparison. Otherwise, provide a baseline or ask Notis to review the available deal records.
What happens if required fields are missing?
Ask Notis to report the missing information so it can be supplied before integration.
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.
Agiled and Api labz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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