Advance Apollo stages after Outlook follow-ups
Let sent email activity move the right contact forward.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Update contact stage
Updates the stage for one or more existing contacts in apollo.io to a new valid contact stage, useful for managing sales funnel progression.
Why this helps
You send thoughtful follow-ups, but the pipeline still shows yesterday's stage.
- Keep contact stages current
- Reduce CRM maintenance
- See follow-up activity in pipeline context
Setup
Build it in a few focused steps.
- 1Connect Outlook and Apollo once in Notis.
- 2Create an automation that matches each new sent Outlook message to an Apollo contact and advances it to the stage you specify.
- 3Pick New Sent Message as the trigger.
- 4Choose a report channel and test with one real sent message.
Questions about this workflow
How is the new stage chosen?
State the intended stage in the automation instruction and use a valid Apollo contact stage.
What happens when no match is found?
The report flags the message for review instead of changing an unrelated contact.
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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