Find Apollo accounts connected to open 21risk work
Start each review with the accounts that are most relevant to current risk work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Apollo Accounts
Searches for accounts within your existing apollo.io database using various criteria; requires a paid plan and is limited to 50,000 records.
Why this helps
Open compliance work is harder to prioritize when the related accounts are buried in a large database.
- Shorten account triage
- Focus reviews on relevant records
- Reuse your existing Apollo database
Setup
Build it in a few focused steps.
- 1Connect 21risk and Apollo in Notis once.
- 2Create an automation explaining how review context should guide the account search.
- 3Choose a recurring schedule.
- 4Pick a report channel and test with one review context.
Questions about this workflow
What does this search access?
It searches accounts already in your Apollo database using the criteria in your instruction.
Is a paid Apollo plan required?
Apollo states that account search requires a paid plan.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Apollo. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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