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Update Apollo account stages after meetings

Turn clear meeting signals into timely account stage updates without another CRM chore.

Trigger

Transcription Complete Trigger

Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.

Action

Bulk update account stage

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

Why this helps

Account stages lag behind reality, making forecasts and follow ups less reliable.

  • Keep account qualification current
  • Improve visibility into active opportunities
  • Reduce manual stage maintenance

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Apollo in Notis once.
  • 2Create an automation for transcript based account stage updates.
  • 3Tell Notis which meeting signals correspond to each valid Apollo account stage.
  • 4Pick the transcription complete trigger and a report channel.
  • 5Test with one transcript and inspect the proposed account updates.

Questions about this workflow

What if a transcript contains mixed signals?

Tell Notis to leave the account unchanged and report the ambiguity for review.

Does this create accounts?

No. It updates existing Apollo accounts using valid account stage identifiers.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Fireflies 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

Transcription Complete Trigger

Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.

TriggerPolling

Bulk people enrichment

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

ActionInstant

Bulk update account stage

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

ActionInstant

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

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

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.

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

When this happens · Trigger

Do this · Action

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