Keep Apollo opportunities from going quiet
Set a recurring check for the deals you want to review, then get a concise report of the opportunities that meet your criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Apollo deals
Retrieves a list of deals from apollo, using apollo's default sort order if 'sort by field' is omitted.
Why this helps
Open opportunities can lose momentum when follow-up depends on someone remembering to check the pipeline.
- Bring relevant deals back to attention on a predictable schedule.
- Use criteria you specify instead of relying on a vague reminder.
- Get a report without manually opening and scanning the deal list.
Setup
Build it in a few focused steps.
- 1Connect Apollo once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Ask Notis in one instruction to list Apollo deals and report only those that meet your stated review criteria.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real run and confirm the report highlights the deals you intended.
Questions about this workflow
Can the workflow tell which deals are stale?
Only if you define the criteria and the returned deal data includes the needed information. Do not assume a missing follow-up history or baseline.
Can it update deals too?
This workflow lists deals for review. Updating a deal would require a separate instruction using the appropriate Apollo action and a valid opportunity ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Apollo. A trigger fires from one place; an action lands in another.
Google Slides 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').
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
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.
Google Slides and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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