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Keep prospect deal records current

A profile change can alter the opportunity. Capture the updated context in Api labz while it is still fresh.

Trigger

Prospect Profile Changed

Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.

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

Prospect records drift when profile updates do not reach the system used for opportunity coordination.

  • Keep qualification context current
  • Reduce duplicate prospect updates
  • Improve handoff to opportunity owners

Setup

Build it in a few focused steps.

  • 1Connect Workday and Api labz in Notis once.
  • 2Create an automation named Prospect profile deal update.
  • 3Tell Notis to prepare the required deal fields from the changed prospect profile and integrate the matching Api labz deal.
  • 4Pick Workday Prospect Profile Changed as the trigger and choose where reports go.
  • 5Test it with one updated prospect.

Questions about this workflow

Which profile changes should trigger integration?

The Workday event covers core profile fields such as contact information, status, type, source, level, and tags.

What if this prospect is not a deal yet?

Tell Notis to report that no matching deal exists instead of creating one without your defined criteria.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Workday to Api labz. A trigger fires from one place; an action lands in another.

Workday 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

Absence Balance Changed

Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.

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

Balance Details Changed

Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.

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

Interview Feedback Submitted or Updated

Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.

TriggerPolling

Job Posting Changed

Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.

TriggerPolling

Job Posting Questionnaire Changed

Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.

TriggerPolling

New Absence Balance

Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.

TriggerPolling

Connect any two apps with Notis in the middle.

Workday and Api labz, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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