Review Apollo deals on a weekly schedule
See where revenue conversations stand before planning the week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Apollo deals
Retrieves a list of deals from apollo, using apollo's default sort order if 'sort by field' is omitted.
Why this helps
Pipeline reviews become inconsistent when deal data is checked manually.
- Prepare faster for pipeline reviews
- Spot stalled deals
- Focus decisions on evidence
Setup
Build it in a few focused steps.
- 1Connect Apollo in Notis once.
- 2Create an automation asking Notis to search and summarize deals by your review criteria.
- 3Pick a weekly Notis schedule.
- 4Choose a report destination.
- 5Test with one run and refine the summary.
Questions about this workflow
Can it sort deals?
Yes. Ask Notis to use Apollo's supported sorting options and summarize the returned results.
Does it update deal stages?
No. This workflow reviews deals and reports findings.
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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