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Account Verification: Existing Customer Detection

You create an account issue in Linear for 'Acme Corp'. Apollo should instantly show if Acme is already your customer. Right now you discover duplicates later.

Trigger

Issue Created Trigger

Triggered when a new issue is created.

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

New account issues are created in Linear without checking if they already exist in Apollo. Duplicate accounts confuse pipelines, fragment customer data, and cause missed upsell opportunities.

  • Duplicate accounts prevented before creation
  • Existing relationships visible instantly
  • No wasted setup on existing accounts
  • Better upsell identification

Setup

Build it in a few focused steps.

  • 1Ensure Linear and Apollo are connected to Notis.
  • 2Create an automation called 'Verify Account Existence'.
  • 3Describe it: 'When a new account issue is created in Linear with a company name or domain, search Apollo to check if that account already exists.'
  • 4Select 'Issue Created' as the trigger.
  • 5Test by creating a new account issue with a real company domain in Linear.

Questions about this workflow

What if the account exists but with a different name?

Notis matches by domain first for accuracy. If the domain matches, it finds the account regardless of slight name differences.

Can I see related contacts if the account exists?

Yes, Notis reports the existing account and associated contacts, so you can upsell or manage the relationship appropriately.

What should I do if an account already exists?

You can link it to the Linear issue, update the existing account record, or treat it as a new entity if it's a different division. Notis leaves the decision to you.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Linear 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

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Bulk people enrichment

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

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Bulk update account stage

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

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

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

Private Team Comment Created

Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).

TriggerPolling

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

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

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

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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