Keep Apollo follow-up tasks visible alongside Agile CRM work
Give Notis the follow-up lens you need and let it scan Apollo tasks on a regular schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search tasks
Searches for tasks.
Why this helps
Follow-up tasks are easy to lose track of when work is split between pipeline updates and daily task lists.
- Create a predictable task review rhythm.
- Search by criteria such as due dates, priorities, or assigned users.
- Surface items for review without changing task state.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Apollo once in the Notis portal.
- 2Create an automation that describes which Apollo follow-up tasks to search based on your Agile CRM routine.
- 3Choose a Notis cron schedule.
- 4Select where run reports should go.
- 5Test with one real set of follow-up criteria and check the results.
Questions about this workflow
Does this complete or reschedule tasks?
No. It searches Apollo tasks and returns matches; it does not change them.
What can the task search filter on?
The search supports criteria including keywords, date ranges, priorities, task types, users, and associated contacts or accounts.
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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