Move promising new contacts into deal preparation
When a contact is created, have Notis use its available details to prepare a relevant Api labz deal record, with missing information surfaced for review.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
Founders can lose momentum when a promising contact requires several manual steps before deal tracking begins.
- Start deal preparation closer to contact creation
- Reduce repeated entry of available contact details
- Surface missing information for follow-up
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Api labz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis in one instruction when a new contact should become a prepared Api labz deal and how to handle missing details.
- 4Pick New Contact Trigger and choose where run reports go.
- 5Test with one real contact that represents a deal opportunity.
Questions about this workflow
Will every new contact be integrated as a deal?
Use the instruction to describe which contacts should be treated as deal opportunities based on available information. Do not depend on an unprovided field or history.
What if the contact is missing required deal details?
Instruct Notis to surface missing information for follow-up. The workflow cannot invent details that are not present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Api labz. A trigger fires from one place; an action lands in another.
Salesforce triggers
Api labz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Validate IBAN
Tool to validate international bank account numbers (ibans). use when you need to verify an iban's structure before processing transactions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List Airtable Tables
Tool to list all airtable tables for a given base. use when you need to retrieve table names before interacting with a table.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Trello AI Search Engine
Tool to search trello boards, lists, and cards using ai-driven queries. use when you need to quickly locate relevant trello cards, lists, or boards.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Api labz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Api labz.