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Keep vetted Apollo search matches as prospects

When a research or document handoff identifies people worth keeping, save their existing Apollo search results as prospects.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Add People to Prospects

Why this helps

Useful search results can disappear from the immediate workflow before they are saved as persistent contacts.

  • Preserves selected Apollo search matches as prospects
  • Uses existing Apollo person IDs
  • Separates a deliberate save step from creating new contacts

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Apollo once in Notis.
  • 2Create an automation and describe which vetted people should be saved as prospects.
  • 3Choose a Notis webhook trigger and arrange for the request to include the matching Apollo person IDs.
  • 4Choose where run reports go, then test with one real research handoff.

Questions about this workflow

Does this create contacts from arbitrary names?

No. It saves existing Apollo person IDs returned by a people search.

Are there plan or credit requirements?

The action requires a paid Apollo plan and may consume credits.

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.

TriggerScheduled

Add Contacts to Sequence

Adds contacts to an email sequence and returns their details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Activate Sequence

Activate an inactive sequence to start scheduled outreach emails to enrolled contacts.

ActionInstant

Bulk organization enrichment

Enriches information for multiple organizations at once.

ActionInstant

Bulk people enrichment

Enriches multiple person profiles with available professional information.

ActionInstant

Add People to Prospects

ActionInstant

Bulk update account stage

Updates the stage of multiple accounts.

ActionInstant

Archive Sequence

Archive a sequence, ending outreach for all enrolled contacts; requires ownership or full-access permission.

ActionInstant

Create an Apollo account

Creates a new account record.

ActionInstant

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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