Find overdue Apollo tasks during a work review
Bring open follow-up into a regular review instead of relying on memory across tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search tasks
Searches for tasks.
Why this helps
A missed CRM task can quietly delay a relationship while project work takes priority.
- Review relevant Apollo tasks at a chosen cadence
- Surface task details that need attention
- Reduce the effort of checking multiple work 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.
- 3Describe which Apollo tasks to search and how to summarize follow-ups relevant to Agiled work.
- 4Choose a recurring Notis schedule and select a report destination.
- 5Test once with real Apollo tasks and review the summary.
Questions about this workflow
Can the workflow complete tasks automatically?
No. This action searches tasks; completing a task is a separate permanent action.
Can it review due dates or assignees?
The search action supports filters such as due and created dates, priority, type, assigned users, and associated contacts or accounts.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Apollo.