See existing Apollo follow-up when a deal moves
Bring open task context into the moment a HubSpot opportunity progresses so follow-up is easier to coordinate.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Search tasks
Searches for tasks in apollo.io using filters like keywords, date ranges (due, created, updated), priorities, types, assigned users, associated contacts/accounts, supporting sorting and pagination.
Why this helps
Existing Apollo tasks can be overlooked when a deal moves and attention shifts to the next stage.
- Surface existing Apollo tasks on a relevant event
- Reduce duplicate follow-up work
- Review task context during deal progression
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Apollo once in the Notis portal.
- 2Create an automation and describe the task review outcome.
- 3Ask Notis to search Apollo tasks using relevant deal or contact context available when a HubSpot deal changes stage.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and review the task results.
Questions about this workflow
Does this create new tasks?
No. It searches existing Apollo tasks. Task creation is a separate action.
Can it find tasks without an Apollo contact or account identifier?
It may use supported search filters, but the available match quality depends on what information Notis can access from the event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Apollo. A trigger fires from one place; an action lands in another.
Hubspot 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').
Contact Created Trigger
Contact Created Trigger
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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