Weekly Account Stage Bulk Updates: Automated Account Management
Every Friday, your account stages in Apollo should sync with your Linear tracking. Right now you manually review and update them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Why this helps
Account stages in Apollo lag behind actual account status. End-of-week manual reviews are tedious, error-prone, and often incomplete.
- Weekly account stage refresh with no manual work
- Accurate account status across your database
- Consistent account lifecycle tracking
- Better account management visibility
Setup
Build it in a few focused steps.
- 1Ensure Linear and Apollo are connected to Notis.
- 2Create an automation called 'Weekly Account Stage Bulk Update'.
- 3Describe it: 'Every Friday at 2 PM, review all account issues in Linear and bulk-update matching Apollo account stages based on their status and labels.'
- 4Select 'Weekly schedule' as the trigger (or your preferred day/time).
- 5Test the automation and refine which account statuses map to which Apollo stages.
Questions about this workflow
How does Notis know which accounts to update?
It matches by account name or domain. Make sure Linear account issues have consistent naming with Apollo accounts for accurate mapping.
Can different stages be mapped based on issue labels?
Yes. For example: 'If labeled 'at-risk', move to 'At Risk' stage. If labeled 'renewal-ready', move to 'Renewal' stage.' Specify your mappings.
What if an account is new and shouldn't exist in Apollo yet?
Notis only updates existing accounts. If you want new accounts created from Linear, combine this with the account creation automation.
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.
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').
Comment Received Trigger
Triggered when a comment is received.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Issue Created Trigger
Triggered when a new issue is created.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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.
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).
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.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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