Bring the right Apollo accounts into your review
Give your scheduled account review a focused list of Apollo records tied to priorities you define from AgencyZoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Apollo Accounts
Searches your database for accounts.
Why this helps
An account review gets harder when the relevant records are buried in Apollo and the review context lives elsewhere.
- Searches accounts already in the Apollo database using criteria in the instruction.
- Surfaces records for review without creating or changing accounts.
- Establishes a recurring review prompt based on AgencyZoom priorities provided to Notis.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Apollo once in the Notis portal.
- 2Create an automation and describe which AgencyZoom account review criteria should guide the search.
- 3Pick a recurring Notis schedule for the account review.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Does this search find accounts that are not already in Apollo?
No. Search Apollo Accounts looks within the existing Apollo database and requires a paid plan.
Does AgencyZoom automatically send account records to this scheduled search?
No AgencyZoom trigger events are listed. Provide the review criteria in the automation instruction or to Notis separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Apollo. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Apollo.