Save qualified ActiveTrail leads as Apollo prospects
Convert a qualified lead into a persistent Apollo prospect contact when a matching Apollo person result is available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add People to Prospects
Why this helps
Qualified leads can stall when someone has to revisit a search, identify the exact Apollo result and save it by hand.
- Moves qualified leads into a persistent prospect record
- Uses matching Apollo search results instead of recreating person data
- Keeps qualification criteria explicit
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Apollo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which webhook leads qualify and instruct Notis to save a matching Apollo people search result as a prospect.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real qualified lead and verify the saved prospect in Apollo.
Questions about this workflow
Can this save a person if there is no Apollo search result?
No. The action saves Apollo person IDs returned by an Apollo people search; it does not create contacts from caller supplied details.
Could Apollo charge credits or require a paid plan?
Yes. Saving people as prospects requires a paid Apollo plan and may consume credits.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Apollo. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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