Catch overdue follow-ups with Apollo task reviews
Get a focused view of late prospect follow-ups so important education conversations do not slip through the cracks.
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
Overdue tasks can disappear in a busy pipeline, especially when no one has time to review every record.
- Find overdue follow-ups on a regular schedule.
- Summarize tasks that need attention in one report.
- Reduce manual pipeline scanning.
Setup
Build it in a few focused steps.
- 1Connect Apollo once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to find overdue tasks related to education prospects and summarize the next actions.
- 4Choose a recurring schedule and select where run reports go.
- 5Test with one real example and review the report.
Questions about this workflow
Can this automatically mark tasks complete?
No. This workflow searches and reports tasks. It does not change task status.
How do I define education prospects?
Describe the relevant contacts, accounts, keywords, or other criteria that Apollo can return. Supply any classification that is not present in Apollo.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Apollo. A trigger fires from one place; an action lands in another.
Canvas 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').
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
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.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
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.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
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 Canvas File Upload
Polls a Canvas course for new file uploads.
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.
Canvas and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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