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Make Apollo contact review a recurring routine

Get a focused, recurring view of the Apollo contacts that need your attention.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Search Apollo contacts

Searches apollo contacts using keywords, stage ids (from 'list contact stages' action), or sorting (max 50,000 records; `sort ascending` requires `sort by field`).

Why this helps

Contact follow-up can disappear when review depends on remembering to open Apollo and search manually.

  • Create a predictable review rhythm.
  • Search using supported keywords, stages, or sorting criteria.
  • Bring a compact set of results to the report channel.

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 what contacts to search for and what summary or follow-up decision you want in each run report.
  • 4Pick a recurring schedule trigger and choose where run reports should go.
  • 5Test with one real run and confirm the results are useful.

Questions about this workflow

Can the search use a contact stage?

Yes. The search supports stage ids from Apollo's contact stages, along with keywords and sorting options.

Does a schedule itself define which contacts to find?

No. Describe the search criteria in your instruction; the schedule only determines when the automation runs.

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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