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Reflect customer milestones in Apollo contact stages

Keep sales context current when a Jira issue shows that a customer or prospect has reached a meaningful milestone.

Trigger

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

Action

Update contact stage

Updates the stage for one or more existing contacts in apollo.io to a new valid contact stage, useful for managing sales funnel progression.

Why this helps

Stage updates are easy to miss when progress is recorded in Jira and pipeline work happens elsewhere.

  • Keep contact stages aligned with documented milestones.
  • Avoid scanning Jira for pipeline changes by hand.
  • Require a confident contact match and a valid destination stage.

Setup

Build it in a few focused steps.

  • 1Connect Jira and Apollo in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis which Jira issue changes represent a contact milestone and which valid Apollo contact stage should follow.
  • 4Pick the Jira Updated Issue trigger and choose where run reports should go.
  • 5Test with one real issue update that represents the milestone.

Questions about this workflow

Can the workflow invent a new contact stage?

No. Use a valid stage from the Apollo account's configured contact stages.

Does a Jira comment trigger this automation?

No. The Updated Issue event does not fire on comment activity; it fires when an issue field changes.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Jira to Apollo. A trigger fires from one place; an action lands in another.

Jira 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

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

TriggerInstant

Bulk people enrichment

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

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Bulk update account stage

Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.

ActionInstant

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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