Put Apollo prospect follow-up on your Salesforce task list
Let a recurring Notis run turn your chosen Apollo prospects into Salesforce follow-up tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Prospects can sit in Apollo without a clear next action, making follow-up easy to forget.
- Make follow-up visible in Salesforce.
- Reduce the need to remember who needs attention.
- Choose a recurring schedule that fits your process.
Setup
Build it in a few focused steps.
- 1Connect Apollo and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction which Apollo prospects to review and what Salesforce follow-up task to create from the available details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real prospect and confirm the task is useful.
Questions about this workflow
Does this automatically know which prospects are priorities?
Only if you describe the criteria or provide them in the request. Notis cannot assume an unprovided priority score or baseline.
Where does the task go?
The automation creates a Salesforce task using the details available from Apollo and your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apollo to Salesforce. A trigger fires from one place; an action lands in another.
Apollo triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Apollo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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