Keep Apollo follow-up tasks from slipping through
Set a regular moment to see the tasks that need attention. Notis can search Apollo tasks using supported criteria and bring the results to your report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search tasks
Searches for tasks.
Why this helps
Follow-up tasks are easy to lose track of when they are spread across owners, dates, and task types.
- Review tasks without rebuilding the search each time.
- Focus the report on criteria you state, such as due dates or assigned users.
- Make follow-up visible in your chosen Notis report channel.
Setup
Build it in a few focused steps.
- 1Connect Apollo in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to search Apollo tasks for the dates, owners, or task types you want to review and summarize the results.
- 4Choose notis_cron and set a recurring schedule.
- 5Choose where run reports go, then test with one real example and check that the search returns the tasks you expect.
Questions about this workflow
Will the workflow mark tasks complete?
No. It searches and reports tasks. It does not complete or modify them.
Which task details can I search by?
Apollo task search supports criteria such as dates, priorities, types, assigned users, and associated contacts or accounts. State the criteria you want in the prompt.
Can it remind a specific teammate?
The run report goes to the report channel you choose. The search can use supported assigned-user criteria when you provide them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Apollo. A trigger fires from one place; an action lands in another.
Active campaign 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 an email sequence and returns their details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Sequence
Activate an inactive sequence to start scheduled outreach emails to enrolled contacts.
Bulk organization enrichment
Enriches information for multiple organizations at once.
Bulk people enrichment
Enriches multiple person profiles with available professional information.
Add People to Prospects
Bulk update account stage
Updates the stage of multiple accounts.
Archive Sequence
Archive a sequence, ending outreach for all enrolled contacts; requires ownership or full-access permission.
Create an Apollo account
Creates a new account record.
Connect any two apps with Notis in the middle.
Active campaign and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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