Move a batch of agreement signers into Apollo
Turn a completed batch of agreements into Apollo contact records in one bulk action.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk create Apollo contacts
Creates multiple contacts in one request, with optional duplicate checking.
Why this helps
Processing a batch of signed documents one signer at a time makes routine relationship updates tedious.
- Processes multiple signer records in one action
- Reduces repetitive contact entry
- Supports a reviewable, bounded batch
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Apollo once in Notis.
- 2Create an automation and describe how to handle signer records from a completed batch.
- 3Choose a Notis webhook trigger and arrange for the request to include the batch of signer details.
- 4Choose where run reports go, then test with one real batch of agreements.
Questions about this workflow
How many contacts can one bulk request create?
The listed bulk action supports up to 100 contacts per request.
Does this guarantee duplicate prevention?
The action supports optional deduplication. Decide whether to use it based on the identifiers supplied in your records.
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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