Keep referred prospects moving into Apollo
A warm introduction deserves a clear next step. Notis can create an Apollo contact from the referral details in Gmail.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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.
Why this helps
Introductions can slip through when they are buried in a thread and never make it into your contact list.
- Catch referred prospects in new messages
- Capture provided identifying details in Apollo
- Make warm introductions easier to follow up
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, tell Notis how to recognize a referral introduction and create a contact using only details the message provides.
- 4Choose the New Gmail Message Received trigger and select a channel for run reports.
- 5Test with one real referral email and review the new Apollo contact.
Questions about this workflow
Can Notis infer details about the referred person?
It should use only details included in the message. Ask the sender for missing information rather than inventing it.
Does Apollo deduplicate contacts automatically?
No. Apollo does not automatically deduplicate new contacts, so make the referral condition specific and review existing contacts as needed.
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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