Review Apollo deals alongside project delivery
Keep opportunity follow-through visible in the same rhythm as project reviews.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Apollo deals
Lists the available sales deals.
Why this helps
Pipeline attention slips when delivery work fills the calendar and deal reviews are ad hoc.
- Create a consistent opportunity review routine
- Surface deal information relevant to current work
- Reduce manual switching between project and pipeline views
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 which Apollo deals to list and how to summarize them for an Agiled work review.
- 4Choose a recurring Notis schedule and a report destination.
- 5Test with real deals and check that the review is actionable.
Questions about this workflow
Does this change deal stages?
No. It lists deals for review; stage updates are not part of this workflow.
Can it filter opportunities?
The list action supports its available criteria; specify the relevant criteria in the automation instruction and rely only on returned data.
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.
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.
Agiled and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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