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Notis

Review Apollo contacts on a recurring schedule

Set aside a predictable moment to review relevant contacts without remembering to start another search.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Search Apollo contacts

Searches your contacts.

Why this helps

Important contacts can be missed when account research and project follow-through happen in different tools.

  • Create a predictable contact review routine
  • Search existing Apollo contacts by supplied criteria
  • Receive run reports where the team can act on them

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Apollo once in the Notis portal.
  • 2Create an automation in Automations, New Automation.
  • 3Tell Notis what Agiled-related criteria to use when searching Apollo contacts.
  • 4Choose a recurring Notis schedule and a report destination.
  • 5Test once against real Apollo contacts and review the results.

Questions about this workflow

Does the schedule come from Agiled?

No. Agiled has no trigger events here, so a Notis recurring schedule starts the workflow.

Can the automation infer a changing project status?

Only if that status is supplied to the automation or available in the connected context; otherwise define the criteria explicitly.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Apollo. A trigger fires from one place; an action lands in another.

Agiled 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.

Agiled and Apollo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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