Create a scheduled Apollo company shortlist from Agile CRM
Let Notis check Apollo for companies that fit your current Agile CRM priorities, then bring back a shortlist on a schedule you choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search organizations in Apollo
Searches for organizations matching your criteria.
Why this helps
Account research often slips when pipeline work crowds out time for finding the next companies to pursue.
- Set aside recurring time for account discovery.
- Search for organizations using priorities you specify.
- Review candidate companies before taking further action.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Apollo once in the Notis portal.
- 2Create a Notis automation and describe the organizations you want Apollo to find.
- 3Choose a Notis cron schedule that fits your account review routine.
- 4Select where run reports should go.
- 5Test with one real account priority and refine the instruction based on the results.
Questions about this workflow
Can Notis infer my ideal account criteria from Agile CRM?
Only if you provide the criteria or relevant account context in your instruction. The workflow should not assume unavailable history or a baseline.
Does this create accounts in Apollo?
No. It searches Apollo organizations and returns matches for review.
When this happens · Trigger
Do this · Action
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.
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.
Agile CRM and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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