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Notis

Advance Apollo contact stages from edited Discord updates

Make CRM progression follow the latest team decision.

Trigger

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

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

Qualification changes in edited messages rarely make it back into the CRM.

  • Reflect the latest qualification
  • Reduce stale pipeline stages
  • Avoid repeated manual updates

Setup

Build it in a few focused steps.

  • 1Connect Discord and Apollo once in Notis.
  • 2Create an automation describing the edited-message signals and target contact stage.
  • 3Pick Message Edited as the trigger.
  • 4Choose where run reports should be delivered.
  • 5Test with one edited qualification message.

Questions about this workflow

Can it avoid moving contacts backward?

Yes. Instruct Notis to advance only when the new signal meets your progression rule.

What if the contact stage id is unknown?

Ask Notis to report the missing stage id so you can provide a valid Apollo identifier.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Discord to Apollo. A trigger fires from one place; an action lands in another.

Discord triggers

Apollo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Contacts to Sequence

Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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').

ActionInstant

New Discord Message Trigger

Polls a specific Discord channel for new messages.

TriggerPolling

Bulk people enrichment

Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.

ActionInstant

New Member Joined

Triggered when a new member joins a Discord server (guild) you manage.

TriggerPolling

Bulk update account stage

Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.

ActionInstant

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

TriggerPolling

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.

ActionInstant

New Thread Created

Triggered when a new thread is created in a Discord channel within a monitored server.

TriggerPolling

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.

ActionInstant

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Discord and Apollo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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