Keep a recurring content contact list easy to review
Use a recurring check to surface Apollo contacts related to the people or topics your team tracks in Agility CMS.
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
A useful contact list can go stale when nobody remembers to compare it with the sales workspace.
- Runs on a recurring schedule
- Finds contacts using supplied keywords or stages
- Returns a concise review for follow-up
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 contacts using the maintained list or criteria you provide and summarize relevant matches.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one run and verify the results before relying on the schedule.
Questions about this workflow
Will Notis read a CMS list automatically on every run?
Only if the automation has access to that list or the schedule prompt supplies the criteria. Agility CMS has no listed trigger events in this package.
Does this update contacts?
No. It searches and summarizes existing Apollo contacts.
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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