Create an Apollo deal from an approved document
Turn a confirmed opportunity brief into an Apollo deal without guessing required record IDs or sales stages.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Apollo deal
Creates a new sales deal.
Why this helps
A clear opportunity brief can still require repeated copying into the sales pipeline before anyone can act on it.
- Reduce manual entry for approved opportunities.
- Require valid Apollo identifiers for related records.
- Keep incomplete briefs in review rather than creating partial records.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Apollo once in Notis.
- 2Create an automation named Approved brief to Apollo deal.
- 3Describe the outcome: parse the opportunity brief, confirm deal details and valid owner, account, and stage IDs, then create the deal only when required information is available.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one approved brief and verified IDs.
Questions about this workflow
Can the workflow invent a missing account or stage ID?
No. Required Apollo IDs must be valid existing identifiers.
Does a resume alone imply a sales deal?
No. Use an explicit opportunity brief or approval that establishes the deal context.
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.
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.
Affinda and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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