Match an Affinity deal to an Apollo account
Check Apollo for the company record first, so a relationship update can start from a shared account context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Apollo Accounts
Searches your database for accounts.
Why this helps
Scattered company records make it harder to know whether a deal already has an Apollo account.
- Search existing Apollo accounts using supplied company criteria.
- Help identify a likely match before creating another record.
- Keep deal follow-up grounded in the account data already in Apollo.
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 which company details from the deal to search and how Notis should report likely matches.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real deal and verify the returned Apollo account candidates.
Questions about this workflow
Does this create an Apollo account?
No. This action searches accounts already in your Apollo database.
What if the company details are incomplete?
Provide enough identifying context for a useful search. Notis cannot supply company attributes that are absent from Affinity or your instruction.
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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