Use valid Apollo account stages in Affinity reviews
Keep the account stage vocabulary available when you review companies and decide what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Apollo account stages
Lists the account stages available to your team.
Why this helps
Teams waste time reconciling account-stage names when their working notes and CRM use different references.
- Retrieve the current Apollo account stages.
- Support clearer account review and planning.
- Reduce errors from outdated stage references.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Apollo once in the Notis portal.
- 2Create an automation in Automations, or tell Notis what outcome you want from any channel.
- 3Describe how the current Apollo account stages should appear in your Affinity review report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and check the reported stages against Apollo.
Questions about this workflow
Does this change account stages?
No. It lists the available Apollo account stages for reference.
Can this use the same values as opportunity stages?
Account stages and opportunity stages are separate lists. This workflow retrieves account stages only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Apollo. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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