Classify member companies with Apollo account stages
Apply the same account language from the moment a company enters your community.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
List Apollo account stages
Retrieves all available apollo.io account stages, each including its unique id and name.
Why this helps
Different teammates classify new companies differently, making the pipeline harder to understand.
- Standardize account classification
- Reduce stage confusion
- Create clearer follow-up decisions
Setup
Build it in a few focused steps.
- 1Connect Discord and Apollo once in Notis.
- 2Create an automation that reviews account stages and recommends the correct stage for a member's organization.
- 3Pick New Member Joined as the trigger.
- 4Choose a report channel for recommendations.
- 5Test with one member tied to a known organization.
Questions about this workflow
Does this action update the account?
No. It retrieves available account stages so Notis can apply your stated classification logic.
Can I automate the update too?
Pair the workflow with an account update action when you have a confirmed account id and stage.
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.
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').
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
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 Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
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.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
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.
Discord and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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