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Notis

Connect Agile CRM to Apollo

When something happens in Agile CRM, Notis takes the next step in Apollo. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Examples

Ways Notis can move work from Agile CRM to Apollo

View example

Find Apollo prospects from Agile CRM lead intake

Search Apollo for people matching a new Agile CRM lead brief and return a focused set of potential contacts for review.

View example

Build an Apollo company shortlist from Agile CRM priorities

On a chosen schedule, use the company priorities you provide from Agile CRM to search Apollo for organizations worth reviewing.

View example

Enrich Agile CRM company domains in Apollo

Send up to ten company domains from an Agile CRM handoff to Apollo for organization enrichment.

View example

Refresh Agile CRM contact research with Apollo

On a schedule, enrich multiple people whose profiles you identify from Agile CRM context and return the results for review.

View example

Look up a specific Agile CRM contact in Apollo

Use a webhook request containing a person's identifying details to retrieve a matching Apollo profile, with phone reveal off by default.

View example

Enrich a company contact by domain from Agile CRM

Use a person name and company domain from an Agile CRM handoff to find a matching Apollo profile.

View example

Search Apollo people for an Agile CRM campaign brief

Use a recurring Notis prompt based on campaign priorities you provide to find relevant people in Apollo.

View example

Save qualified Apollo search matches as prospects

Take Apollo person IDs from a qualified lead review associated with Agile CRM and save those existing search results as Apollo prospects.

View example

Find Apollo organizations for an Agile CRM territory

Run a scheduled organization search using the territory or market criteria you provide from Agile CRM planning.

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Apollo. A trigger fires from one place; an action lands in another.

Agile CRM 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 an email sequence and returns their details.

ActionInstant

Webhook trigger

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

TriggerInstant

Activate Sequence

Activate an inactive sequence to start scheduled outreach emails to enrolled contacts.

ActionInstant

Bulk organization enrichment

Enriches information for multiple organizations at once.

ActionInstant

Bulk people enrichment

Enriches multiple person profiles with available professional information.

ActionInstant

Add People to Prospects

ActionInstant

Bulk update account stage

Updates the stage of multiple accounts.

ActionInstant

Archive Sequence

Archive a sequence, ending outreach for all enrolled contacts; requires ownership or full-access permission.

ActionInstant

Create an Apollo account

Creates a new account record.

ActionInstant
Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event
Works with
ZapierPipedream
Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only
Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match
Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation
Cost
$ · pay per run
$$ · AI models per run
Reliability
Breaks on schema change
Adapts to format changes
Setup
Click 8 dropdowns
Describe it in English
Handles fuzzy
Hard-coded fields only
Reads intent, summarises
Human in loop
Bolted on
Built in · approval inbox
Maintenance
You own every break
Self-heals · we own it
Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

Notis

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"
Condition✦Status = "Blocked"
AI step✦Summarise the blocker in plain English
ActionDM the row owner with summary
Timeout✦No reply in 24h → ping you
Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.

  • Full run history with inputs, outputs and traces
  • Replay any run with edited inputs
  • Approval inbox, confirm via chat in one tap
  • Audit logs for compliance teams

Automations

Inbox

All12Manager5Telegram1Messages0Whatsapp2Email4Slack8

Migrate background jobs to a durable queue You can cancel it through Stripe

3 days

Notis v3 release update This one’s v3: Notis Manager (desktop app with …

8 days

Add multi-tenant RBAC User initiates a voice call

13 days

Draft pricing v (tiers, limits, overages) and sanity-check margins

2 weeks

Verify analytics events for new features That’s a really interesting automat…

1 month

Everything in the box.

Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.

AI in the middle

Every step can include an LLM call: summarise, classify, extract, rewrite.

Full observability

Every run, every step, every input, all replay-able from Mission Control.

Human in the loop

Pause for approval. Notis pings you in chat with one-tap approve.

Self-healing

When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.

Related pairs

More ways to connect Agile CRM and Apollo

Connect any two apps with Notis in the middle.

Agile CRM and Apollo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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