Advance Apollo account stages after meetings
Let a qualified meeting move the account forward.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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
A meeting is booked, but the account still looks untouched in the pipeline.
- Keep account stages current
- Make qualification visible
- Reduce manual stage updates
Setup
Build it in a few focused steps.
- 1Connect Outlook and Apollo once in Notis.
- 2Create an automation that matches a new calendar event to an Apollo account and bulk updates the account stage you specify.
- 3Pick New Calendar Event as the trigger.
- 4Select a report channel and test with one qualified meeting.
Questions about this workflow
Can it update multiple accounts?
Yes, when the matching accounts are confidently identified and the requested stage is valid.
What stage should I choose?
Use a valid Apollo account stage configured in your account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Apollo. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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