Check WhatsApp prospects against Apollo
Get the prospect's Apollo profile in front of you while the conversation is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Enrich person with Apollo
Enriches and retrieves information for a person from apollo.io, requiring one of: `email`, `hashed email`, `id`, `linkedin url`, or (`first name` and `last name` with `organization name` or `domain`) for matching; `webhook url` must be provided if `reveal phone number` is true.
Why this helps
Important prospect details get buried in chat threads, making it harder to prepare a relevant follow-up.
- Look up a prospect using details supplied in the chat request.
- See enriched profile information before deciding on outreach.
- Keep prospect research close to the original conversation.
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 use prospect details from the request to enrich the matching person in Apollo and return the result.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real prospect example from a 2chat conversation.
Questions about this workflow
What details should I include in the request?
Include an email, LinkedIn URL, Apollo person ID, or first and last name with an organization name or domain so Apollo has a way to match the person.
Does this create a contact in Apollo?
No. This workflow enriches and returns a person profile. Use a separate contact-creation workflow if you want to add a record.
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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