Search existing Apollo accounts for portfolio review
Find the accounts that need your attention before the review starts, using criteria you provide from your Agile CRM work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Apollo Accounts
Searches your database for accounts.
Why this helps
Account reviews stall when the right records take too long to locate and sort through.
- Search existing Apollo records against review criteria.
- Prepare a focused account list on a schedule.
- Spend review time on decisions instead of record hunting.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Apollo once in the Notis portal.
- 2Create an automation describing the account criteria for your portfolio review.
- 3Choose a Notis cron schedule.
- 4Select where run reports should go.
- 5Test against one real review criterion and inspect the results.
Questions about this workflow
Does this search create new accounts?
No. It searches accounts already in your Apollo database.
Is a paid Apollo plan required?
The account search action requires a paid plan.
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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