Turn signed agreements into Apollo deals
Capture the commercial outcome of a signed agreement as an Apollo opportunity with the required account and stage context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Apollo deal
Creates a new sales deal.
Why this helps
A signed agreement can mark a major sales milestone, yet the opportunity record may still need to be created by hand.
- Records signed commercial outcomes in Apollo
- Cuts manual deal entry after signature
- Keeps account and stage context with the opportunity
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Apollo once in Notis.
- 2Create an automation and describe which signed agreements should create deals.
- 3Choose a Notis webhook trigger and arrange for the request to include deal details and valid Apollo identifiers.
- 4Choose where run reports go, then test with one real signed agreement.
Questions about this workflow
What Apollo identifiers are required?
Any provided owner ID, account ID and opportunity stage ID must be valid Apollo identifiers.
Will every signed agreement create a deal?
Only requests that reach this webhook start the automation. Specify which agreements qualify in your instruction and webhook setup.
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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