Keep Apollo opportunity stages easy to reference
Make the available deal stages easy to find when reviewing or discussing pipeline changes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get opportunity stages
Retrieves all configured opportunity (deal) stages from the apollo.io account.
Why this helps
Stage names and options are easy to forget when sales work is interrupted by other priorities.
- Retrieve the configured opportunity stage list regularly.
- Reduce time spent searching for stage names.
- Keep the report grounded in the Apollo account configuration.
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 to retrieve the configured opportunity stages and present their names and identifiers clearly.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real run and confirm the stages match your Apollo setup.
Questions about this workflow
Does this change deal stages?
No. It retrieves the configured opportunity stages as a reference.
Can it guess a stage that is not configured?
No. The report should reflect the stages returned by Apollo.
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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