Enrich Apollo prospect profiles from Asana attachments
A newly attached prospect brief can prompt Notis to enrich the matching Apollo person profile with available identifying details.
Trigger
Attachment Added to Task
Triggers when an attachment is added to a task.
Action
Enrich person with Apollo
Enriches and retrieves information for a person from apollo.io, requiring one of: `email`, `hashed email`, `id`, `linkedin url`, or (`first name` and `last name` with `organization name` or `domain`) for matching; `webhook url` must be provided if `reveal phone number` is true.
Why this helps
Prospect documents may contain context that is useful for research but never makes it into your CRM workflow.
- Prompt enrichment when prospect information arrives with the task.
- Reduce context switching between task review and CRM research.
- Use matching details already available in the workflow.
Setup
Build it in a few focused steps.
- 1Connect Asana and Apollo once in the Notis portal.
- 2Create an automation in Notis from the portal or any channel.
- 3Tell Notis to enrich the matching person in Apollo using identifying details available from the task and attachment.
- 4Pick the Asana Attachment Added to Task trigger and choose where run reports go.
- 5Test with one real attachment and confirm the matched person in Apollo.
Questions about this workflow
Can Apollo enrich from any attachment?
Apollo's person enrichment requires a matching identifier such as email, LinkedIn URL, person id, or name with organization or domain. The workflow needs those details available.
Does the enrichment reveal phone numbers automatically?
Phone reveal requires a webhook URL. Do not ask for phone reveal unless your setup supplies the required webhook URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Apollo. A trigger fires from one place; an action lands in another.
Asana 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').
Attachment Added to Task
Triggers when an attachment is added to a task.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
New Comment on Task
Triggers when a comment is added to a task in a project.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
New Task Created
Triggers when a new task is created in a project.
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.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
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.
Task Updated
Triggers when a task is updated in a project.
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.
Asana and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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