See Apollo follow-up tasks beside your Asana priorities
Get a recurring view of Apollo tasks that need attention, considered alongside the Asana work you choose to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search tasks
Searches for tasks in apollo.io using filters like keywords, date ranges (due, created, updated), priorities, types, assigned users, associated contacts/accounts, supporting sorting and pagination.
Why this helps
Follow-ups can be scattered across tools, making it hard to see what deserves attention next.
- Create a regular checkpoint for sales follow-ups.
- Bring CRM tasks into a focused review of current work.
- Reduce the effort of searching multiple tools for next steps.
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 which Asana priorities and Apollo task criteria to review and how to summarize the results.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real review and confirm the returned follow-up tasks are relevant.
Questions about this workflow
Can the workflow search tasks assigned to a teammate?
Apollo task search supports assigned user filters. Provide the relevant user criteria and available Apollo identifiers in your instruction.
Will it know which tasks are overdue compared with the last run?
It can use due date criteria supported by Apollo task search. A comparison to a previous run requires a supplied or accessible prior baseline.
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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