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Notis

Keep Salesforce opportunities in Api labz up to date

When an opportunity changes, let Notis prepare and integrate its deal record in Api labz while you stay focused on the next decision.

Trigger

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

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

Manually re-entering opportunity details creates duplicate work and leaves deal records stale.

  • Reduce repetitive deal entry
  • Keep Api labz deal records aligned with opportunity changes
  • Get a run report when an integration needs attention

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.
  • 3Describe in one instruction how to prepare and integrate a deal from the Salesforce opportunity.
  • 4Pick New or Updated Opportunity as the trigger and choose where run reports go.
  • 5Test with one real opportunity.

Questions about this workflow

What starts this workflow?

A new or updated Salesforce Opportunity starts the workflow.

Does Notis map Salesforce fields through a setup screen?

No. Describe the desired deal preparation and integration in plain language. Notis uses the data returned by Salesforce and the Api labz action.

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.

TriggerScheduled

Validate IBAN

Tool to validate international bank account numbers (ibans). use when you need to verify an iban's structure before processing transactions.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.