Add Apollo profile context to agreement signers
Use details already collected for an agreement signer to look up matching Apollo profile information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Enrich person with Apollo
Finds and enriches a person’s profile with data.
Why this helps
A signed document may identify a person but leave you without the company or profile context needed for follow-up.
- Adds available Apollo profile context to a known person
- Uses signer identifiers already supplied with the webhook
- Helps prepare a better-informed follow-up
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Apollo once in Notis.
- 2Create an automation and describe which signer details Apollo should enrich.
- 3Choose a Notis webhook trigger and arrange for the agreement request to include a supported person identifier.
- 4Choose where run reports go, then test with one real signer.
Questions about this workflow
Which identifiers can be used?
The action accepts an email, hashed email, Apollo ID, LinkedIn URL, or first and last name with an organization name or domain.
Will it always find a profile?
No. Results depend on Apollo having a matching record for the supplied identifiers.
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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