Review Apollo tasks before they get lost
Give open follow-up work a regular moment of attention with a scheduled Apollo task search.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search tasks
Searches for tasks.
Why this helps
Tasks spread across a CRM are easy to overlook when task review has no place in the routine.
- Search for tasks using the review criteria you specify.
- Build a recurring checkpoint for sales follow-up.
- Receive matching task results through run reports.
Setup
Build it in a few focused steps.
- 1Connect Apollo once in the Notis portal.
- 2Create an automation and describe which tasks should be found.
- 3Choose a recurring schedule for the Notis cron trigger.
- 4Choose where run reports should go.
- 5Test with one real task search.
Questions about this workflow
Does this complete or change the tasks?
No. It searches tasks and reports matching results. Completing a task is a separate, permanent action.
Can I search for tasks by due date?
Describe the date range you want in the automation prompt and use criteria supported by Apollo's task search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Apollo. A trigger fires from one place; an action lands in another.
Agenty 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 an email sequence and returns their details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Sequence
Activate an inactive sequence to start scheduled outreach emails to enrolled contacts.
Bulk organization enrichment
Enriches information for multiple organizations at once.
Bulk people enrichment
Enriches multiple person profiles with available professional information.
Add People to Prospects
Bulk update account stage
Updates the stage of multiple accounts.
Archive Sequence
Archive a sequence, ending outreach for all enrolled contacts; requires ownership or full-access permission.
Create an Apollo account
Creates a new account record.
Connect any two apps with Notis in the middle.
Agenty and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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