Save qualified companies as Apollo accounts
Move a company worth tracking from an email conversation into your Apollo account list.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
Why this helps
Company details in an inquiry can be overlooked when you have to leave the conversation to create an account.
- Create an Apollo account for a company that meets your criteria.
- Use company details stated in the email or otherwise provided.
- Keep the originating message context available for review.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Apollo once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis which company inquiries qualify and to create an Apollo account only with known details and valid IDs if required.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports go.
- 5Test with one real company inquiry and check the new account in Apollo.
Questions about this workflow
Does Apollo deduplicate accounts automatically?
The provided action description does not promise deduplication. Have Notis check for an existing account before creating one if duplicates matter.
Can Notis guess an owner or stage ID?
No. Any provided owner ID or account stage ID must be a valid existing Apollo ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Apollo. A trigger fires from one place; an action lands in another.
Agent mail 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 a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
New Email Received
Trigger for new emails in an AgentMail inbox
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
Create Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
Create Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
Create Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
Agent mail and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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