Keep campaign-related opportunities in view
Ask Notis to regularly scan Apollo deals for the opportunities connected to the campaigns your team is running.
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
Opportunities can lose momentum when campaign context and deal reviews live in separate routines.
- Creates a recurring deal review
- Summarizes relevant opportunities in context
- Uses Apollo's existing deal records
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Apollo once in Notis.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to list Apollo deals and summarize those relevant to the campaign names or criteria you provide.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test one run and review the summary for relevance.
Questions about this workflow
Does this change deal stages?
No. It lists deals for review without modifying them.
How does it identify relevant deals?
Provide campaign names or matching criteria. The action returns deals, and Notis can analyze the returned data against that context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Apollo. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms 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.