Start with a clear view of overdue Apollo tasks
Get a regular summary of overdue tasks so follow-ups do not disappear in a long task list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search tasks
Searches for tasks in apollo.io using filters like keywords, date ranges (due, created, updated), priorities, types, assigned users, associated contacts/accounts, supporting sorting and pagination.
Why this helps
Overdue follow-ups are easy to miss when task review depends on remembering to open Apollo.
- Bring overdue tasks into a predictable review.
- Summarize returned tasks in a concise report.
- Reduce the effort of scanning task lists for follow-ups.
Setup
Build it in a few focused steps.
- 1Connect Apollo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which overdue tasks to search for and what information to include in the report.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Run one real review and check the summary against Apollo.
Questions about this workflow
Does this workflow complete or reassign tasks?
No. This workflow searches tasks and reports matching results. It does not change their status or ownership.
Can the report include a specific user or date range?
Yes, if those search criteria are supplied in the prompt and supported by Apollo's task search action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Apollo. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Apollo.