Bring stale education prospects back into view
Give inactive prospect records a deliberate review point so your team can decide what deserves another conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update contact stage
Updates the stage for one or more existing contacts in apollo.io to a new valid contact stage, useful for managing sales funnel progression.
Why this helps
Old prospect records can linger in Apollo without a clear decision to re-engage, nurture, or stop pursuing them.
- Surface contacts that meet a clear stale rule.
- Move matching contacts to a review stage for triage.
- Keep active pipeline stages focused on current opportunities.
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 the inactivity rule, the education prospect criteria, and the existing Apollo review stage to apply.
- 4Choose a recurring schedule and select where run reports go.
- 5Test with one real matching contact and review the stage update.
Questions about this workflow
Can Notis know which contacts are stale?
Provide a specific rule based on information available in Apollo, such as a date range or status. Any missing baseline must be supplied in your instruction.
Does this delete contacts?
No. The action updates a contact stage. Choose an existing stage intended for review.
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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