Route an Apollo contact after a chat handoff
Turn an explicit handoff into an ownership update so the next person knows the lead is theirs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update contact ownership
Updates the ownership of specified apollo contacts to a given apollo user, who must be part of the same team.
Why this helps
Ownership changes mentioned in chat can be missed, leaving everyone unsure who should follow up.
- Update ownership for the contacts identified in the request.
- Handle explicit handoffs without searching for the right CRM screen.
- Make follow-up responsibility clearer.
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 reassign the specified contacts to the Apollo user named in the request.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real handoff, using a valid Apollo user who belongs to the same team.
Questions about this workflow
Can I assign a contact to any Apollo user?
The target user must be part of the same Apollo team.
Can this update multiple contacts?
Yes. Specify the contacts to reassign 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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