Capture a sales opportunity discussed on WhatsApp
Turn a promising conversation into a deal record with the context needed to pick it up later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Potential deals lose momentum when the next step is to reconstruct opportunity details in the CRM.
- Create an Apollo deal from opportunity details in the request.
- Preserve the conversation context in the instruction to Notis.
- Make a promising opportunity easier to track.
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.
- 3Describe that Notis should create an Apollo deal using the opportunity details supplied in the request.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real opportunity and any valid owner, account, and opportunity stage IDs needed.
Questions about this workflow
What IDs may the deal need?
Any owner ID, account ID, and opportunity stage ID provided must be valid identifiers in Apollo.
Does creating a deal also create the account or contact?
No. Deal creation is a separate action. Include valid existing record IDs when linking the deal.
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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