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Notis

Keep prospect objections with the contact

Preserve the concern a prospect actually raised so the next conversation starts with context.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

Update Apollo contact

Updates specified attributes of an existing apollo.io contact, identified by `contact id`; requires at least one other attribute to be provided for modification.

Why this helps

Objections hidden in old email threads are easy to forget when planning the next sales conversation.

  • Capture explicit concerns in a contact record field you choose.
  • Avoid inferring an objection that the prospect did not state.
  • Make sales context easier to find before follow-up.

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 Apollo contact field to update and to use only objections or constraints directly stated by the prospect.
  • 4Pick the Agent Mail New Email Received trigger and choose where run reports go.
  • 5Test with one real message containing a stated concern and review the record.

Questions about this workflow

Does Apollo provide an objection-specific field by default?

The available event list does not specify one. Name a suitable field in your Apollo account, or have Notis summarize the objection in the run report.

Will this infer unstated concerns?

It should not. Instruct Notis to record only details the sender explicitly states.

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.

TriggerScheduled

Add Contacts to Sequence

Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.

ActionInstant

Webhook trigger

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

TriggerInstant

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').

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Bulk people enrichment

Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.

ActionInstant

Bulk update account stage

Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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