Save qualified inquiries as Apollo contacts
Turn a clear buying signal into a contact record while the details are still in front of you.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
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.
Why this helps
Good leads get buried in the inbox when capturing them means stopping to create a CRM record.
- Create a contact for messages that meet your qualification instruction.
- Use sender details available in the email as the basis for the record.
- Keep the message context available in the run report 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 what counts as a qualified inquiry and to create an Apollo contact from its sender details.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports go.
- 5Test with one real inquiry and check the created contact in Apollo.
Questions about this workflow
Will Apollo automatically prevent duplicate contacts?
No. Apollo does not perform automatic deduplication when creating a contact. Instruct Notis to check for an existing match first if that is important.
Can I link the contact to an account?
Yes, if you provide a valid Apollo account ID. If you do not have one, the workflow should not guess an 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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