Keep signed-agreement contacts in Apollo
When an agreement is signed, create the corresponding Apollo contact from the signer details you provide.
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
Signer details can stay buried in completed agreements instead of reaching the place where you manage customer relationships.
- Moves signer information into Apollo promptly
- Avoids manually re-entering agreement details
- Makes newly signed relationships easier to track
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Apollo once in Notis.
- 2Create an automation and describe which signer details should become a contact.
- 3Choose a Notis webhook trigger and arrange for the signed-agreement request to include the signer information.
- 4Choose where run reports go, then test with one real signed agreement.
Questions about this workflow
Does Apollo deduplicate the new contact?
The listed create-contact action does not automatically deduplicate. Check whether the contact already exists before using this workflow.
What information is needed?
Provide the signer details required to create a contact, such as their name and email, in the webhook request.
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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