Update Apollo accounts from ClickUp list changes
Carry account planning changes into the CRM automatically.
Trigger
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Action
Update an Apollo account
Updates specified attributes of an existing account in apollo.io.
Why this helps
Account strategy changes in ClickUp are not reflected in Apollo.
- Keep account data current
- Reduce repeated updates
- Preserve planning context
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Apollo in Notis once.
- 2Create an automation describing which list changes should update an Apollo account.
- 3Pick the ClickUp List Updated trigger.
- 4Choose where run reports should go.
- 5Test with one list update containing a clear account reference.
Questions about this workflow
Can any list edit update Apollo?
Tell Notis to act only on edits containing an explicit account change.
How is the account identified?
Use a domain, Apollo account id, or another reliable identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Apollo. A trigger fires from one place; an action lands in another.
Clickup 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').
Folder Created
Triggers when a new Folder is created.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Folder Deleted
Triggers when a Folder is deleted.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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