Start with a clear view of Apollo follow-ups
Get a scheduled view of the Apollo tasks that need attention, so follow-up work is easier to pick up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search tasks
Searches for tasks.
Why this helps
Follow-up tasks spread across a CRM can be hard to remember when there is no regular review point.
- Creates a predictable review moment
- Surfaces tasks using Apollo's task search
- Sends the run report to a channel you choose
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Apollo once in Notis.
- 2Create an automation and describe which Apollo tasks to review and summarize.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports go, then test with one real task-search example.
Questions about this workflow
Does the schedule create or complete tasks?
No. This workflow searches tasks and reports on the results.
What task information can be searched?
Apollo task search supports filters such as keywords, dates, priority, type, assigned users and associated contacts or accounts.
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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