Find people for an Agile CRM campaign brief
Keep campaign research moving with an Apollo search that follows the audience and role criteria you set in your Agile CRM context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Apollo people search
Searches a contact database for people.
Why this helps
Campaign research loses momentum when audience criteria have to be reconstructed for every new search.
- Reuse a clear campaign audience brief.
- Generate fresh people search results on a schedule.
- Review matches before saving or contacting prospects.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Apollo once in the Notis portal.
- 2Create an automation and describe the audience, roles, and constraints from your campaign brief.
- 3Choose a Notis cron schedule for campaign research.
- 4Select where run reports should go.
- 5Test with one real campaign brief and assess the search results.
Questions about this workflow
Does the search enrich contact data?
No. Apollo people search returns search results and does not enrich contact data.
Where do the audience criteria come from?
Provide them in your automation instruction or the context passed to the scheduled run.
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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