Turn completed proposals into ready-to-review outreach
When a proposal is ready, give Apollo the context to prepare a relevant first email. Review it before sending.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email Draft
Creates an unsent outreach draft or returns the draft already linked to the task.
Why this helps
After creating a proposal, writing a separate follow-up email can get postponed or lose the context behind the offer.
- Keeps proposal context close to the follow-up
- Creates an unsent draft for review
- Reduces retyping recipient and offer details
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Apollo once in Notis.
- 2Create an automation and describe the proposal follow-up outcome in one instruction.
- 3Choose a Notis webhook trigger and arrange for the proposal completion request to include recipient and proposal context.
- 4Choose where run reports go, then test with one real proposal.
Questions about this workflow
Will Apollo send the email automatically?
No. This workflow creates an unsent email draft for you to review.
What should the webhook include?
Include the recipient identifier or email and the proposal details needed to write a relevant message.
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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