Integrate customer expansion requests into Api labz
Keep expansion signals connected to the deal process your team already uses.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Expansion requests are easy to lose when they arrive through a separate form instead of the deal workflow.
- Surface expansion opportunities faster
- Preserve customer context
- Reduce manual deal updates
Setup
Build it in a few focused steps.
- 1Connect Typeform and Api labz in Notis.
- 2Create an automation for customer expansion requests.
- 3Describe how Notis should prepare the response as a new or updated deal record.
- 4Select the Typeform New Form Response trigger.
- 5Choose where reports go and test with one expansion request.
Questions about this workflow
Can this update an existing deal?
Yes, if the response contains enough information to identify the existing opportunity and you instruct Notis accordingly.
What if the customer request is vague?
Have Notis report the missing context for review before integrating it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Api labz. A trigger fires from one place; an action lands in another.
Typeform 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.
New Form Response
Triggers when a respondent completes and submits the form.
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Connect any two apps with Notis in the middle.
Typeform 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.