Find prospects for the next AgencyZoom follow-up
Start a focused follow-up block with Apollo search results selected around the AgencyZoom priorities you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Apollo people search
Searches a contact database for people.
Why this helps
Finding the right new prospects can consume the time meant for following up with existing AgencyZoom clients.
- Searches Apollo's people database using criteria provided in the automation prompt.
- Returns search results without enriching profile data or creating contacts.
- Creates a scheduled starting point for a focused prospecting review.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Apollo once in the Notis portal.
- 2Create an automation and describe the prospect criteria and AgencyZoom follow-up context to use.
- 3Pick a recurring Notis schedule for the search.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Does people search enrich or save the results?
No. Apollo people search returns search results and does not enrich contact data or save people as prospect contacts.
Where should the search criteria come from?
Specify the relevant criteria in the automation instruction or supply them to Notis. AgencyZoom has no listed trigger events for automatically providing them.
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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