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Keep account records aligned with company emails

When a message provides a clear company update, Notis can keep the corresponding Apollo account current.

Trigger

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

Action

Update an Apollo account

Updates specified attributes of an existing account in apollo.io.

Why this helps

Important changes shared in email can be overlooked, leaving account records behind the conversation.

  • Apply explicit company updates from inbound messages
  • Keep known Apollo accounts current
  • Avoid re-entering confirmed account details

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, specify which company details to update and require a known Apollo account id and explicit values from the message.
  • 4Choose the New Gmail Message Received trigger and select a channel for run reports.
  • 5Test with one real company update email and inspect the Apollo account.

Questions about this workflow

Does this action create an account when none exists?

No. It updates a specified existing Apollo account.

How should account identity be handled?

Use a known account id or a dependable process to identify the existing account. Do not assume that a company name uniquely identifies a record.

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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