Review Apollo tasks against your AimTell follow-up plan
Start a campaign follow-up session with the Apollo tasks that need attention and the context you supplied.
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 can slip when a response list and the CRM task queue are checked at different times.
- Searches tasks in Apollo using the available task filters.
- Surfaces due work in a scheduled report.
- Uses supplied campaign context without assuming AimTell data is automatically available.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Apollo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to search Apollo tasks and summarize the relevant follow-up work using the AimTell response context you supply.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one run and adjust the prompt to include the campaign context you need.
Questions about this workflow
Does this import responses from AimTell?
No. Provide any campaign response context you want considered; no AimTell source action or trigger is listed.
Can it complete tasks automatically?
No. It searches and summarizes tasks. Completing a task is a separate irreversible action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Apollo. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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