Review the deal list with AgencyZoom priorities in view
Bring Apollo deal records into a focused review shaped by the priorities you already track in AgencyZoom.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Apollo deals
Lists the available sales deals.
Why this helps
Opportunity reviews take longer when deal records and the reason for reviewing them live in separate places.
- Retrieves Apollo deals for a recurring review.
- Allows Notis to summarize returned data against priorities supplied in the prompt.
- Does not assume missing pipeline history or baseline context.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Apollo once in the Notis portal.
- 2Create an automation and describe the deal review outcome and AgencyZoom priorities to consider.
- 3Pick a recurring Notis schedule for the review.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Can Notis identify changes over time automatically?
Only if the needed history or baseline is supplied. The listed action retrieves a deal list and does not specify historical comparisons.
Does this update any deals?
No. It retrieves a list for review.
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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