Review your Apollo deals from a secure pipeline brief
Make pipeline review easier by starting with the criteria your team already wrote down.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Apollo deals
Retrieves a list of deals from apollo, using apollo's default sort order if 'sort by field' is omitted.
Why this helps
Pipeline reviews become inconsistent when criteria are scattered across documents and meetings.
- Standardize review criteria
- Surface deals needing attention
- Prepare concise summaries
Setup
Build it in a few focused steps.
- 1Connect 1Password and Apollo in Notis once.
- 2Create an automation that reads pipeline review criteria and lists matching Apollo deals.
- 3Describe the summary, sorting, and exception rules you want.
- 4Pick a recurring schedule trigger.
- 5Choose a report channel and test with one review brief.
Questions about this workflow
Can the list be sorted?
Yes. Include a sort field in the instruction, or Apollo uses its default order.
Does this change any deal?
No. It only retrieves deals for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Apollo. A trigger fires from one place; an action lands in another.
1password 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.
1password and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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