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Update Apollo deals from edited Discord opportunity notes

Keep pipeline details aligned with the latest team update.

Trigger

Message Edited

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

Action

Update Apollo deal

Updates specified fields of an existing apollo.io deal (opportunity), requiring a valid `opportunity id`.

Why this helps

Important deal changes are corrected in chat but never reach the opportunity record.

  • Reduce stale opportunity data
  • Capture corrections quickly
  • Improve pipeline reviews

Setup

Build it in a few focused steps.

  • 1Connect Discord and Apollo once in Notis.
  • 2Create an automation explaining which edited messages represent deal changes and which fields may be updated.
  • 3Pick Message Edited as the trigger.
  • 4Choose where deal update reports should go.
  • 5Test with one edited opportunity note.

Questions about this workflow

Can it update every deal field?

It can update fields supported by the Apollo deal action when valid identifiers are supplied.

Can it update the deal stage?

Yes, if the target opportunity stage id is valid in Apollo.

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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