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Create Apollo accounts for approved vendors

Convert a reviewed list of invoice vendors into Apollo account records without entering companies one at a time.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Bulk create Apollo accounts

Create multiple account records in one request.

Why this helps

Repeatedly entering vendor companies into a sales system takes time and can leave records inconsistent.

  • Create multiple approved account records in one request.
  • Use extracted company details instead of manual re-entry.
  • Review potential duplicates before creation because similar accounts may be created separately.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Apollo once in Notis.
  • 2Create an automation named Approved vendors to Apollo accounts.
  • 3Describe the outcome: parse the invoice batch, identify distinct vendors, request review for uncertain or possibly existing accounts, and bulk create approved accounts in batches of up to 100.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one approved vendor.

Questions about this workflow

Does Apollo deduplicate bulk account creation?

The action description does not promise automatic deduplication, so review possible duplicates before creating accounts.

Can account stage or owner be set?

Only use valid existing Apollo IDs if those details are supplied or verified; do not invent IDs.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinda to Apollo. A trigger fires from one place; an action lands in another.

Affinda 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.

Affinda and Apollo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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