Bring prospect follow-up tasks back into view
Get a focused look at Apollo tasks tied to the leads you are working, so the next step 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 can disappear under newer work, even when the prospect is still worth your attention.
- Surface tasks tied to selected active leads
- Review due work in one report
- Reduce missed follow-up
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Apollo once in the Notis portal.
- 2Create an automation and describe which Apollo tasks to find for active Aeroleads prospects.
- 3Pick a Notis schedule trigger and set the cadence you want.
- 4Choose where Notis should send run reports.
- 5Test one run and verify the returned tasks are relevant.
Questions about this workflow
Can it complete overdue tasks?
No. This workflow searches and reports tasks for review.
Can it filter by due date or assignee?
The task search supports filters such as due dates and assigned users. Tell Notis which criteria you need.
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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