Update a prospect's Apollo stage from chat
Keep the contact stage current when a conversation signals a clear change in sales progress.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update contact stage
Updates the stage for one or more existing contacts in apollo.io to a new valid contact stage, useful for managing sales funnel progression.
Why this helps
Stage updates get postponed when a status change happens in chat but the CRM update is easy to forget.
- Update a contact stage in response to a stated status change.
- Use an existing contact ID and valid Apollo stage ID.
- Reduce the gap between a conversation update and the CRM.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Apollo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to update the specified existing contact to the valid new stage when the request reports a stage change.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real contact and a valid contact stage ID.
Questions about this workflow
How do I find valid contact stage IDs?
Use Apollo's list contact stages action to retrieve configured stages and their IDs.
Can this create a contact if none exists?
No. The contact must already exist in Apollo for its stage to be updated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Apollo. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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