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Know the available Apollo account stages

Get a current reference to the account stages your team can use while reviewing AgencyZoom account status.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Apollo account stages

Lists the account stages available to your team.

Why this helps

Stage labels and valid identifiers are easy to forget when a review spans multiple systems.

  • Retrieves available Apollo account stages with their IDs and names.
  • Provides a reference for future stage decisions and updates.
  • Avoids assuming a stage name or identifier that may not exist in the account.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Apollo once in the Notis portal.
  • 2Create an automation and ask Notis to retrieve Apollo account stages for your AgencyZoom review.
  • 3Pick a recurring Notis schedule for the reference check.
  • 4Choose where run reports go, then test with one real example.

Questions about this workflow

Does this change any account stages?

No. It only retrieves the available stage names and IDs.

Why schedule a stage lookup?

A recurring lookup can make the available Apollo stages easy to consult during AgencyZoom review routines.

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.

TriggerScheduled

Add Contacts to Sequence

Adds contacts to an email sequence and returns their details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Activate Sequence

Activate an inactive sequence to start scheduled outreach emails to enrolled contacts.

ActionInstant

Bulk organization enrichment

Enriches information for multiple organizations at once.

ActionInstant

Bulk people enrichment

Enriches multiple person profiles with available professional information.

ActionInstant

Add People to Prospects

ActionInstant

Bulk update account stage

Updates the stage of multiple accounts.

ActionInstant

Archive Sequence

Archive a sequence, ending outreach for all enrolled contacts; requires ownership or full-access permission.

ActionInstant

Create an Apollo account

Creates a new account record.

ActionInstant

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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