Integrate product demo requests as deals
Give sales a ready opportunity instead of another form to process.
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
Demo requests can be forgotten when they remain separate from the system used for deal follow-up.
- Reduce lead handoff delays
- Keep use case details with the deal
- Make every demo request trackable
Setup
Build it in a few focused steps.
- 1Connect Typeform and Api labz once in the portal.
- 2Create an automation for product demo requests.
- 3Tell Notis to prepare the required deal fields from each response and integrate the deal.
- 4Pick Typeform New Form Response as the trigger.
- 5Choose a report channel and test with one real demo request.
Questions about this workflow
Can it prioritize high intent requests?
Tell Notis to use qualification information present in the response when preparing the deal.
What happens to low intent responses?
Define how Notis should report or skip them using the information collected in the form.
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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