Run a scheduled review of Asana prospects in Apollo
Set a recurring check to compare the prospect tasks you provide with Apollo contacts and get a concise review for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Apollo contacts
Searches apollo contacts using keywords, stage ids (from 'list contact stages' action), or sorting (max 50,000 records; `sort ascending` requires `sort by field`).
Why this helps
Prospect follow-up can slip when task lists and CRM records are reviewed at different times.
- Create a regular checkpoint for prospect follow-up.
- Surface likely existing contacts before creating duplicates.
- Get a focused summary instead of repeatedly switching tools.
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 prospect tasks to review, how to search Apollo contacts, and what summary to return.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real review example and check the matches and summary.
Questions about this workflow
Does Apollo search itself create or enrich contacts?
No. This action searches existing Apollo contacts and does not enrich contact data.
Where does the workflow get the Asana tasks?
Specify the task set or source available to Notis in your instruction. A schedule alone does not provide Asana project history or task fields.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Apollo.