Keep Affinity deal follow-ups visible in Apollo
A scheduled review can turn deal next steps into a clear Apollo task list, without another manual sweep.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Apollo Task
Creates a task for a specific contact.
Why this helps
Follow-ups buried in deal notes can slip when there is no routine to bring them back into view.
- Bring specified follow-ups back on a predictable schedule.
- Give the team a task to act on in Apollo.
- Reduce the chance that a deal next step stays only in notes.
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 Affinity deals to review and what follow-up should become an Apollo task for each contact.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal and confirm the task and assigned user are correct.
Questions about this workflow
What task details should I provide?
State the follow-up, relevant contact, timing, and Apollo user to assign. The action creates a task for each contact ID you specify.
Can repeated runs create duplicate tasks?
Yes. The Apollo task action creates distinct tasks, and repeated calls can create duplicates. Specify how Notis should identify completed or already-created follow-ups before creating tasks.
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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