Find contacts to review alongside your Agile CRM pipeline
Make a scheduled contact review easier by searching Apollo for the stage or keywords you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Apollo contacts
Searches your contacts.
Why this helps
Pipeline reviews take longer when contacts that need attention are hard to find across systems.
- Find contacts using keywords or valid stage IDs.
- Create a recurring review list.
- Keep search and stage changes as separate deliberate steps.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Apollo once in the Notis portal.
- 2Create an automation describing the contact criteria and valid Apollo stage IDs or keywords to search.
- 3Choose a Notis cron schedule.
- 4Select where run reports should go.
- 5Test with one real review criterion and inspect the matches.
Questions about this workflow
Does this action update contact stages?
No. It searches Apollo contacts. Use a separate stage update action when you have decided a change is appropriate.
Can I use stage names?
The action accepts stage IDs, so use valid IDs from your Apollo account.
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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