Create an Apollo deal from a qualified opportunity
Capture a qualified opportunity in Apollo while its context and next step are fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Apollo deal
Creates a new sales deal.
Why this helps
Potential revenue can be hard to track when a qualified opportunity remains only in a CRM note or conversation.
- Record a qualified opportunity in Apollo promptly.
- Preserve the owner and account context you provide.
- Reduce the chance that a sales opportunity stays only in notes.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Apollo once in the Notis portal.
- 2Create an automation and specify the opportunity details and valid Apollo owner, account, and stage identifiers to use.
- 3Choose the Notis webhook trigger and select a report destination.
- 4Test with one real qualified opportunity and verify the deal in Apollo.
Questions about this workflow
Can the workflow guess Apollo IDs from names?
The action requires valid Apollo identifiers for any owner, account, or opportunity stage supplied.
Should every lead create a deal?
No. Use this for a qualified opportunity with enough details to create a meaningful deal record.
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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