Keep Apollo ownership aligned with 21risk responsibility
Make sure the teammate responsible for a compliance relationship owns the Apollo contact too.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update contact ownership
Updates the ownership of specified apollo contacts to a given apollo user, who must be part of the same team.
Why this helps
Ownership changes can be recorded in risk work while Apollo still routes follow-up to the wrong person.
- Route follow-up to the right teammate
- Catch ownership drift regularly
- Reduce dropped handoffs
Setup
Build it in a few focused steps.
- 1Connect 21risk and Apollo in Notis once.
- 2Create an automation explaining how to compare current responsibility with Apollo ownership.
- 3Choose a recurring schedule.
- 4Choose a report channel and test with one stakeholder set.
Questions about this workflow
What must Apollo receive?
Provide the contact ids and a valid Apollo user id for the new owner.
Can this assign contacts to external users?
No. The target user must belong to the same Apollo team.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Apollo.