Get a focused Apollo deal review
Receive a concise review of deal records on a cadence you choose, with attention criteria defined by you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Apollo deals
Retrieves a list of deals from apollo, using apollo's default sort order if 'sort by field' is omitted.
Why this helps
Deal reviews become harder when you must remember to open Apollo and scan every record yourself.
- Run a deal review on a recurring schedule you choose.
- Summarize deals using criteria you specify.
- Bring potential follow-ups into a report channel you select.
Setup
Build it in a few focused steps.
- 1Connect Apollo once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to list Apollo deals and summarize records matching your review criteria.
- 4Pick a recurring schedule and choose where run reports go.
- 5Run once with real data and confirm the summary is useful.
Questions about this workflow
Can it identify deal risk automatically?
Only based on data returned by Apollo and criteria you provide. If risk depends on a missing baseline or history, supply that information.
Does listing deals update them?
No. This action retrieves a list. It does not modify deal records.
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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No card. Works with personal or business Apollo.