Keep scheduled 21risk reviews connected to Apollo contacts
Give every recurring compliance review a practical next step in your contact database.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Apollo contacts
Searches apollo contacts using keywords, stage ids (from 'list contact stages' action), or sorting (max 50,000 records; `sort ascending` requires `sort by field`).
Why this helps
Recurring compliance reviews create action lists, but the right stakeholders may be hard to find in Apollo.
- Make review cadence produce an actionable contact list
- Reuse your existing Apollo records
- Surface stakeholders before follow-up slips
Setup
Build it in a few focused steps.
- 1Connect 21risk and Apollo in Notis once.
- 2Create an automation and state how the review context should guide the contact search.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real review summary.
Questions about this workflow
What does the scheduled run need?
Provide the 21risk review priorities or a source note in the automation instruction so Notis has context to search with.
Will this create new contacts?
No. It searches existing Apollo contacts and returns matches.
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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