Turn a won deal into a ready handoff
Send a deal handoff request to Notis and have it prepare and integrate the record in Api labz.
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
After a deal closes, handoff details can be lost while teams switch from selling to delivery.
- Move prepared deal details into the next system
- Reduce handoff gaps after a deal closes
- See a report when the integration runs
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 it for the won deal handoff.
- 3Tell Notis to prepare required fields from the deal handoff and integrate the deal into Api labz.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real won deal example.
Questions about this workflow
Does this rely on an Agiled won-deal event?
No. Agiled triggers are not listed. The automation starts when a webhook request is sent.
Can Notis fill in details that are absent from the request?
Notis can use available context, but missing deal information must be supplied before the required fields can be prepared.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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