Refresh Apollo contact context from edited notes
Your latest notes become the current Apollo context automatically.
Trigger
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Action
Update Apollo contact
Updates specified attributes of an existing apollo.io contact, identified by `contact id`; requires at least one other attribute to be provided for modification.
Why this helps
Contact records lose the nuance captured during calls, research, and follow-up planning.
- Preserve useful nuance
- Keep contact records actionable
- Reduce repeated rereading
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Apollo in Notis.
- 2Describe which note changes should update the contact and how to summarize them.
- 3Choose Task Details Changed as the trigger.
- 4Pick a report destination and test by editing one task note.
Questions about this workflow
Can the workflow avoid overwriting important data?
Tell Notis to append or summarize notes and to leave fields unchanged unless the new information is explicit.
What identifier should be in the notes?
Use an Apollo contact id, email, or another reliable identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Apollo. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
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.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
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.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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