Keep account stage decisions consistent
Have the current stage list ready when your team reviews accounts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Apollo account stages
Retrieves all available apollo.io account stages, each including its unique id and name.
Why this helps
Stage naming and availability become unclear when process documentation ages.
- Reduce stage confusion
- Support consistent decisions
- Keep operating guidance current
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Apollo in Notis once.
- 2Create an automation named Account Stage Reference.
- 3Tell Notis to retrieve Apollo account stages and summarize how they can support the current review process.
- 4Pick a weekly schedule and choose where run reports should go.
- 5Test with one real stage lookup.
Questions about this workflow
Does this change account stages?
No. It retrieves the configured stage list.
Can Notis recommend a stage?
It can summarize the list and apply your stated decision rules.
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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