Give campaign deal reviews a clear stage reference
Keep opportunity stage names close at hand so regular campaign reviews are easier to scan and discuss.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get opportunity stages
Lists the configured stages for sales opportunities.
Why this helps
Pipeline summaries are harder to interpret when people use outdated or inconsistent stage names.
- Retrieves configured opportunity stages
- Supports consistent deal review language
- Keeps reference retrieval automatic
Setup
Build it in a few focused steps.
- 1Connect Apollo once in Notis.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to retrieve Apollo opportunity stages and summarize their names for campaign reporting.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test one run and confirm the stage list matches the account's configuration.
Questions about this workflow
Does this change deal stages?
No. It only retrieves the configured opportunity stage definitions.
Does Agility CMS need a trigger event?
No. This workflow uses a recurring Notis schedule. Agility CMS exposes no trigger events in this package.
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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