Reflect signed milestones in the Apollo contact stage
Let an agreement milestone update the contact's place in your Apollo process, using the stage your team has defined.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update contact stage
Changes the stage of existing contacts.
Why this helps
A signed document can represent progress, but the contact stage may remain stale until someone remembers to update it.
- Makes a qualifying milestone visible in Apollo
- Reduces manual pipeline housekeeping
- Keeps stage changes tied to a clear event
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Apollo once in Notis.
- 2Create an automation and describe which signed milestone should change the contact stage.
- 3Choose a Notis webhook trigger and arrange for the request to include the contact ID and valid target stage ID.
- 4Choose where run reports go, then test with one real milestone.
Questions about this workflow
Can this choose a stage by its name?
The action needs a valid contact stage. Retrieve the available stages in Apollo and provide the appropriate stage identifier.
Can one action update several contacts?
Yes. The listed action can update the stage for one or more existing contacts.
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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