Turn a company introduction into an Apollo account
Capture a company worth tracking while its introduction and context are still easy to find.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Company introductions can disappear into chat history before anyone adds the organization to the pipeline.
- Create an Apollo account from company details in the request.
- Include relevant context from the conversation in the instruction.
- Capture newly introduced organizations for later review.
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 create an Apollo account from the company details and context in the request.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real company introduction and any valid owner or account stage IDs you want used.
Questions about this workflow
Will Apollo prevent duplicate accounts?
No. Apollo creates a new account record even if a similar account already exists. Check for an existing account before creating one.
Can I set an owner or stage?
You can include a valid existing Apollo owner ID or account stage ID in the request.
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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