Turn a qualified signal into an Apollo deal
Convert a clear buying signal into a tracked opportunity while the context is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
Why this helps
Promising signals get lost between research notes and pipeline administration.
- Capture opportunities promptly
- Keep deal context attached
- Reduce pipeline lag
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Apollo in Notis once.
- 2Create an automation named Sales Signal Deal Creator.
- 3Tell Notis to create an Apollo deal from each qualified webhook request using valid owner, account and opportunity stage ids.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real sales signal.
Questions about this workflow
Which identifiers are required?
Supplied owner, account and opportunity stage ids must be valid Apollo identifiers.
Can this update an existing deal?
No. Use the Apollo deal update action for an existing opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Apollo. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Contacts to Sequence
Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
Create Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
Create Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
Create Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
0CodeKit and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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