Integrate deal updates after sent proposals
Keep your pipeline current the moment a proposal goes out.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
Why this helps
Proposal activity can remain invisible in the deal system until someone updates it manually.
- Record proposal milestones quickly
- Reduce CRM lag
- Preserve the sent-message context
Setup
Build it in a few focused steps.
- 1Connect Outlook and Api labz once in the Notis portal.
- 2Create an automation with a clear name and prompt.
- 3Tell Notis to detect proposal emails, extract deal context, and integrate an updated deal record.
- 4Pick New Sent Message as the trigger.
- 5Choose a report channel, then test with one real sent proposal.
Questions about this workflow
How does it know an email is a proposal?
Give Notis subject phrases or content signals that identify your proposals.
What if a deal identifier is missing?
Tell Notis to report the missing identifier and hold the update for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Api labz. A trigger fires from one place; an action lands in another.
Outlook 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
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Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
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New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Api labz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Api labz.