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Notis

Update Apollo contact stage after a sales milestone

Keep contact progression in step with a milestone you have already confirmed in Agile CRM.

Trigger

Webhook received

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

Action

Update contact stage

Changes the stage of existing contacts.

Why this helps

A lead's status can drift across systems when a milestone is recorded in one place and stage updates are delayed elsewhere.

  • Reflect a specific milestone in Apollo.
  • Update one or more existing contacts in a single action.
  • Keep stage changes tied to an explicit decision.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Apollo once in the Notis portal.
  • 2Create an automation specifying the Apollo contact IDs and valid contact stage that matches the milestone.
  • 3Choose the Notis webhook trigger and select a report destination.
  • 4Test with one real milestone and verify the stage change in Apollo.

Questions about this workflow

How do I know which stage ID to use?

Use a valid Apollo contact stage ID from the stages configured in your account.

Can Notis infer a milestone that Agile CRM does not expose?

Supply the milestone in the webhook context or instruction; the source has no trigger events in this setup.

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.

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

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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