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Turn sales commitments into Apollo deals

When you send a message that marks a real opportunity, Notis can create an Apollo deal so it has a place in your pipeline.

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

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.

Why this helps

A meaningful sales conversation can stay only in an email thread instead of being tracked as an opportunity.

  • Capture clear opportunity moments from sent mail
  • Reduce the chance of an untracked deal
  • Keep deal creation close to the conversation that prompted it

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 what sent messages indicate a concrete opportunity and to create a deal only when required valid Apollo identifiers are available.
  • 4Choose the Email Sent trigger and select a channel for run reports.
  • 5Test with one real sent opportunity email and review the deal record.

Questions about this workflow

Can the workflow guess Apollo account or stage ids?

No. Apollo requires valid identifiers for any provided owner, account, or opportunity stage. Supply those identifiers in your instruction or omit fields that are not known.

Will every sent message create a deal?

No. Describe the specific opportunity signal in your prompt so routine replies do not create deals.

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.

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

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.

TriggerPolling

Bulk people enrichment

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

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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