Keep account progress visible after agreement milestones
Use company agreement milestones to update the stages of the related Apollo accounts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk update account stage
Updates the stage of multiple accounts.
Why this helps
Company-level progress can be missed when a signed document is recorded but account stages remain unchanged.
- Reflects milestone progress on Apollo accounts
- Can update multiple existing accounts in one action
- Reduces manual pipeline maintenance
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Apollo once in Notis.
- 2Create an automation and describe which company milestone should update account stage.
- 3Choose a Notis webhook trigger and arrange for the request to include account IDs and a valid target stage.
- 4Choose where run reports go, then test with one real account milestone.
Questions about this workflow
Does this create new accounts?
No. It updates the stage for specified existing Apollo accounts.
Where do valid account stages come from?
Use Apollo's account stage list to identify a valid target stage before configuring the webhook instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Apollo. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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