Move contacts forward after a clear sales milestone
When an email marks a real step in the sales process, Notis can update the known contact's stage in Apollo.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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
Keeping contact stages current takes attention away from the conversations that move deals forward.
- Reflect clear sales milestones in Apollo
- Reduce manual stage updates after important emails
- Keep contact records aligned with known progress
Setup
Build it in a few focused steps.
- 1Connect Gmail and Apollo once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and add a name and prompt.
- 3In one instruction, define the email milestone, provide the corresponding valid contact stage and known contact ids, and tell Notis when to update.
- 4Choose the Email Sent trigger and select a channel for run reports.
- 5Test with one real milestone email and verify the contact stage in Apollo.
Questions about this workflow
Where do valid contact stage ids come from?
Apollo provides a separate action to list available contact stages. Use a valid stage identifier in your instruction.
Can this update a contact based on an assumed milestone?
Define a clear signal in the sent message and use only contact ids and milestone evidence you can identify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Apollo. A trigger fires from one place; an action lands in another.
Gmail 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').
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
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.
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.
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.
Gmail and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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