Move Apollo account stages with Affinity portfolio changes
Keep selected company records moving with the portfolio changes your team has already recognized.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk update account stage
Updates the stage of multiple accounts.
Why this helps
Updating account stages one at a time makes portfolio changes tedious and easy to leave unfinished.
- Update stages for specified existing Apollo accounts in one action.
- Connect a defined Affinity change to an account portfolio update.
- Reduce repetitive account maintenance.
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.
- 3Specify the qualifying Affinity changes, Apollo account IDs, and valid destination account stage.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with a small real set of accounts and confirm their new stages.
Questions about this workflow
Does the action find accounts from company names?
No. It bulk updates specified existing Apollo accounts. Supply their Apollo IDs and a valid account stage.
Can this update opportunity stages too?
No. It updates account stages only. Opportunity stages are a separate Apollo configuration.
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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