Make the follow-up after signing hard to miss
Turn a signed agreement handoff into an Apollo task so the next relationship step has a place to land.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Apollo Task
Creates a task for a specific contact.
Why this helps
Once a document is signed, the promised next step can be lost among other work unless someone remembers to create a task.
- Creates a clear next step in Apollo
- Reduces reliance on remembering a separate task
- Ties follow-up work to an agreement milestone
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Apollo once in Notis.
- 2Create an automation and describe the follow-up task to create after signing.
- 3Choose a Notis webhook trigger and arrange for the request to include contact IDs and a valid Apollo user ID.
- 4Choose where run reports go, then test with one real signed agreement.
Questions about this workflow
Can one request create tasks for several contacts?
Yes. The action creates a distinct task for each contact ID supplied.
Can repeating the webhook create duplicate tasks?
Yes. Repeated calls create duplicate tasks, so send the qualifying milestone once or account for retries in the sending system.
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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