Review Apollo follow-up tasks during 21risk checks
Make recurring risk reviews include the follow-up work most likely to slip.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search tasks
Searches for tasks in apollo.io using filters like keywords, date ranges (due, created, updated), priorities, types, assigned users, associated contacts/accounts, supporting sorting and pagination.
Why this helps
A compliance review can identify what needs doing without showing whether the related outreach task is overdue.
- Surface overdue work
- Connect review cadence to execution
- Reduce follow-up blind spots
Setup
Build it in a few focused steps.
- 1Connect 21risk and Apollo in Notis once.
- 2Create an automation describing how open risk work should guide the Apollo task search.
- 3Choose a recurring schedule.
- 4Select a report channel and test with one review cycle.
Questions about this workflow
What can Apollo task search filter?
It supports filters such as keywords, due or created dates, priorities, types, assigned users, and related contacts or accounts.
Does this change task status?
No. It searches tasks and reports the matching work for review.
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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