Refresh Apollo deal details from revised Box proposals
A new proposal version can contain a changed date, amount, or other deal detail. Have Notis update Apollo only when the matching opportunity and change are clear.
Trigger
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Action
Update Apollo deal
Updates specified fields of an existing apollo.io deal (opportunity), requiring a valid `opportunity id`.
Why this helps
Revised proposals can leave stale deal details in Apollo when updates are handled separately from the document.
- Prompt a deal review when a proposal version arrives.
- Keep clearly stated deal details in sync with Apollo.
- Avoid guessing when the opportunity match or changed value is uncertain.
Setup
Build it in a few focused steps.
- 1Connect Box and Apollo once in the Notis portal.
- 2Create an automation in the portal or from any channel.
- 3Tell Notis to compare a new proposal version with available deal context and update only explicit fields on a confidently matched Apollo deal.
- 4Choose the Box New File Version Uploaded trigger and select where run reports go.
- 5Test with one real revised proposal and review the updated deal.
Questions about this workflow
Will this update every deal field from the document?
No. Instruct Notis to update only fields the revised proposal states clearly and that the Apollo action supports.
What does Apollo need to update a deal?
A valid opportunity id is required. If Notis cannot identify the matching deal confidently, it should report the issue instead of updating one.
Can this trigger watch a folder of proposals?
The New File Version Uploaded trigger monitors a specific Box file. Choose the proposal file to monitor when setting up the trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Apollo. A trigger fires from one place; an action lands in another.
Box 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').
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
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.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
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.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
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.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
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.
Box and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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