Keep target company opportunities in view
See the Apollo deals connected to companies you are researching, so account context does not get buried.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Apollo deals
Lists the available sales deals.
Why this helps
Existing opportunity context can be hard to remember when you return to a company after a gap.
- Bring related deal context into a report
- Reduce repeated opportunity searches
- Reconnect company research with sales pipeline
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Apollo once in the Notis portal.
- 2Create an automation and describe which companies and Apollo deals to review together.
- 3Pick a Notis schedule trigger and set the cadence you want.
- 4Choose where Notis should send run reports.
- 5Test with one company set and verify the deal matches.
Questions about this workflow
Does this create or change deals?
No. It lists deals for review.
What if no matching deals are found?
Ask Notis to say clearly when the selected companies have no relevant Apollo deal records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Apollo. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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