Keep Apollo follow-up tasks in view
Bring upcoming or overdue tasks into a recurring review so the next commitment is easier to see.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search tasks
Searches for tasks in apollo.io using filters like keywords, date ranges (due, created, updated), priorities, types, assigned users, associated contacts/accounts, supporting sorting and pagination.
Why this helps
Tasks can slip when they are spread across contacts and only noticed during a manual CRM check.
- Search tasks using supported filters such as due dates or assigned users.
- Summarize relevant task results in one report.
- Build a repeatable checkpoint for sales follow-up.
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 which task filters matter and how to summarize tasks requiring attention.
- 4Pick a recurring schedule and choose where run reports go.
- 5Run once with real tasks and review the output.
Questions about this workflow
Can it find overdue tasks?
The action supports due date filters. Specify the date range or overdue criteria you want to review.
Does it complete or reassign tasks?
No. This action searches tasks. It does not update them.
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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