Keep deal records aligned with revised proposals
Give a proposal revision a clear path into your deal system, with a report showing what was processed.
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
Revised scope or pricing can live in a proposal while the deal record still reflects an earlier version.
- Reduce the gap between a revised proposal and its deal record.
- Use only details present in the parsed proposal or supplied instructions.
- Surface incomplete revisions for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Api labz once in the Notis portal.
- 2Create an automation and describe how revised proposal details should update a deal.
- 3Pick the webhook trigger that receives parsed proposal data.
- 4Choose a report channel and test with one real revised proposal.
Questions about this workflow
Can the workflow find the matching deal automatically?
Only when the parsed data or your instruction provides enough identifying information. Do not assume Api labz exposes a deal lookup action here.
Will it retain old deal history?
The listed action integrates a deal. History behavior is not specified, so confirm it in Api labz before relying on version tracking.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Api labz. A trigger fires from one place; an action lands in another.
Airparser 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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