Integrate a partner opportunity from Typeform
Capture partner opportunities once and move them directly into deal review.
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
Partner referrals often stall when nobody converts the intake response into an actionable record.
- Reduce dropped partner referrals
- Keep referral context intact
- Start review with a prepared deal record
Setup
Build it in a few focused steps.
- 1Connect Typeform and Api labz once.
- 2Create an automation for partner opportunity submissions.
- 3Tell Notis to prepare the required deal information from each response and integrate it as a deal.
- 4Pick the Typeform New Form Response trigger.
- 5Choose where run reports go and test with one partner submission.
Questions about this workflow
Can the workflow handle repeat partner submissions?
Tell Notis whether a response should create a new deal or update an existing one based on the available details.
What if a partner omits budget information?
Have Notis flag the missing information before integrating the deal.
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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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.