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Make Apollo contact housekeeping easier to start

Bring a focused set of Apollo contacts into a recurring report so record review has a clear starting point.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Search Apollo contacts

Searches your contacts.

Why this helps

Contact records can go stale when there is no convenient moment to check on them.

  • Creates a regular contact review habit
  • Uses Apollo contact search criteria
  • Reduces the effort of deciding where to start

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Apollo once in Notis.
  • 2Create an automation and describe which contacts to search for and how to summarize them.
  • 3Choose a recurring Notis schedule as the trigger.
  • 4Choose where run reports go, then test with one real contact-search example.

Questions about this workflow

Does this update contact records?

No. It searches contacts and reports on matching records.

Can I include stage criteria?

Yes. Apollo contact search supports contact stage IDs and keywords. Use stage IDs available in your Apollo account.

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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