Make campaign follow-ups easier to spot
Have Notis gather the Apollo tasks tied to the campaigns you care about into a regular, readable review.
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
Follow-up tasks get buried when checking them means switching tools and scanning every record.
- Surfaces relevant Apollo tasks on a schedule
- Can use task filters and date ranges supported by Apollo
- Reduces manual task scanning
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 search Apollo tasks using the campaign context and date range you specify, then summarize the follow-ups.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test one run and confirm the task filters surface the intended follow-ups.
Questions about this workflow
Will this mark tasks complete?
No. This workflow searches and summarizes tasks only.
Can it choose a date range automatically?
Specify the desired date range or relative window in the instruction so the review has a clear scope.
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
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