Create a next-step task for selected Apollo contacts
Capture follow-up while the lead context is fresh by creating tasks for the Apollo contacts you identify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Apollo Task
Creates a task for a specific contact.
Why this helps
A clear next step can still be forgotten when it is left as an intention instead of a task.
- Turn a follow-up decision into a task immediately.
- Create a task for each specified contact ID.
- Keep ownership explicit through a supplied Apollo user ID.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Apollo once in the Notis portal.
- 2Create an automation instruction with the contact IDs, task details, and valid Apollo user ID to use.
- 3Choose the Notis webhook trigger and select where run reports should go.
- 4Test with one real contact and verify the task assignment.
Questions about this workflow
Can the action create tasks for a free Apollo plan?
No. The action is not available for free plan users.
Can repeated runs create duplicates?
Yes. Each repeated call creates new tasks, so use this for a specific follow-up decision rather than replaying the same handoff.
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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