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Notis

Create Apollo deals from new Outlook meetings

Make qualified meetings visible in your sales pipeline.

Trigger

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

Action

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.

Why this helps

A promising meeting gets booked, but the opportunity never reaches the pipeline.

  • Capture opportunities when meetings are booked
  • Reduce forgotten pipeline entries
  • Keep meeting context attached to the deal

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Apollo once in Notis.
  • 2Create an automation that creates an Apollo deal only when a new calendar event matches your qualification instruction.
  • 3Pick New Calendar Event as the trigger.
  • 4Choose a report channel and test with one qualified meeting.

Questions about this workflow

Will every calendar event create a deal?

No. Tell Notis the meeting signals that qualify and it can report events that do not meet the instruction.

What IDs are required?

Apollo requires valid identifiers for any owner, account, and opportunity stage you ask it to use.

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.

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

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

Bulk people enrichment

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

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

Bulk update account stage

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

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

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

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

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

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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

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.

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

When this happens · Trigger

Do this · Action

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