Turn document recipients into Apollo contacts
When a document workflow reaches your chosen milestone, make its recipient easier to find in Apollo.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Apollo contact
Creates a new contact record.
Why this helps
Important recipients can remain known only through document workflows, making later follow-up harder to organize.
- Captures recipient details where relationship work happens
- Reduces manual transfer between document and CRM tools
- Lets you choose the milestone that starts the workflow
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Apollo once in Notis.
- 2Create an automation and describe which document recipients should become Apollo contacts.
- 3Choose a Notis webhook trigger and arrange for ActiveMerge to send recipient details at the chosen milestone.
- 4Choose where run reports go, then test with one real document recipient.
Questions about this workflow
Can this start for any document status?
It starts when ActiveMerge or another configured system sends the webhook. Choose and configure the milestone that should send it.
Will similar contacts be merged?
No automatic deduplication is described for the create-contact action. Avoid sending recipients that already exist unless duplicates are acceptable.
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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