Discover companies for an Agile CRM territory
Turn a territory plan into a recurring Apollo organization search so promising companies are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search organizations in Apollo
Searches for organizations matching your criteria.
Why this helps
Territory expansion gets postponed when company discovery has no simple recurring place in the workday.
- Make account discovery part of a chosen routine.
- Search against territory details you supply.
- Keep candidate selection under human review.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Apollo once in the Notis portal.
- 2Create an automation instruction describing the territory and organization criteria you want searched.
- 3Choose a Notis cron schedule.
- 4Select where run reports should go.
- 5Test with one real territory definition and review candidate fit.
Questions about this workflow
Can the workflow know my territory rules automatically?
Only if those rules are supplied in the prompt or run context.
Does Apollo organization search have result limits?
The action supports paging and has a maximum retrieval limit of 50,000 records.
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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