Give Apollo account review a reliable rhythm
Bring the accounts that need attention into a scheduled review instead of relying on memory and manual searches.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Apollo Accounts
Searches for accounts within your existing apollo.io database using various criteria; requires a paid plan and is limited to 50,000 records.
Why this helps
Account follow-up gets scattered when review happens only after someone remembers to look.
- Put account review on a recurring schedule.
- Search the existing Apollo account database with supported criteria.
- Send findings where your team reviews automation reports.
Setup
Build it in a few focused steps.
- 1Connect Apollo in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which accounts to search for and how to summarize records that need attention.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real run and confirm the account results.
Questions about this workflow
Is account search available on every Apollo plan?
The Apollo account search action requires a paid plan.
Can the workflow create follow-up tasks for every result?
This workflow searches accounts. Do not assume it creates tasks unless you build a separate, supported workflow with the needed contact and owner information.
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.
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 Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
New Project
Triggered when a new project is added in Jira
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
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.
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.
Jira and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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