Use current Apollo stages in Affinity deal planning
Make it easier to choose a valid destination when planning how a deal should progress across your tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get opportunity stages
Lists the configured stages for sales opportunities.
Why this helps
Using outdated stage names can make pipeline plans unclear or lead to invalid updates.
- Retrieve the configured Apollo opportunity stages.
- Give planning and automation prompts a current stage reference.
- Reduce confusion over stage names.
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 Apollo stage list should inform your Affinity deal-planning report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and confirm the report contains the stages configured in your Apollo account.
Questions about this workflow
Does this update an opportunity stage?
No. It retrieves the configured opportunity stages for reference.
Why use a schedule?
A recurring check can keep the reference fresh for planning. Choose a cadence that fits how often your Apollo stages change.
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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