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Notis

Find Apollo prospects from an Agile CRM lead request

Send Notis a lead brief from your Agile CRM workflow and get a targeted Apollo prospect search without rebuilding the query by hand.

Trigger

Webhook received

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

Action

Apollo people search

Searches a contact database for people.

Why this helps

A promising lead request can get buried while you translate it into filters and search Apollo manually.

  • Turn a lead brief into a repeatable prospect search.
  • Reduce time spent switching between CRM context and Apollo.
  • Keep search results ready for a human review.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Apollo once in the Notis portal.
  • 2Create an automation in Notis Automations or describe it to Notis from any channel.
  • 3In one instruction, tell Notis what lead details to use and what kind of Apollo people to search for.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real lead brief and review the returned matches.

Questions about this workflow

Does Agile CRM start this workflow automatically?

Agile CRM has no trigger events in this setup. A Notis webhook starts the automation when an HTTP request reaches it.

Does this enrich the people it finds?

No. This workflow searches Apollo's contact database; use a separate enrichment action when you need additional profile data.

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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