Keep Apollo account stages aligned with the process you track in Airtable
A clear stage list makes pipeline reviews easier. Have Notis retrieve Apollo's available account stages on a schedule and flag questions against the process you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Apollo account stages
Retrieves all available apollo.io account stages, each including its unique id and name.
Why this helps
Account stages can drift from the process you intended, making pipeline reviews harder to interpret.
- Provides a recurring, easy-to-review inventory of Apollo account stages.
- Highlights alignment questions using the process context you supply.
- Keeps the review in a run report without automatically changing account stages.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Apollo once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name, prompt, and report channel.
- 3In one instruction, ask Notis to list Apollo account stages and compare them with the account process or criteria you provide from Airtable.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Will this update account stages?
No. It uses the list account stages action to prepare a review; it does not change accounts.
Can Notis infer the intended stages from Airtable automatically?
The listed action returns Apollo stages. Provide the Airtable process or criteria in your instruction if you want a meaningful comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Apollo. A trigger fires from one place; an action lands in another.
Airtable 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 a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
View Created
Triggers when a new view is created in an Airtable base.
Create Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
View Deleted
Triggers when a previously known Airtable view is deleted.
Create Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Create Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
Airtable and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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