Walk Into Every Deal Kickoff Fully Prepared
Deal closes. Profile lands in your inbox. Full background on the buyer: their role, history, company trajectory, recent news about their firm. You're not fumbling through the kickoff call. You're starting confident, informed, and ready to deliver value.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Apollo Get Complete Person Info
Get the complete record for a person by their Apollo person id.
Why this helps
Major deals close and you're suddenly stressed about the kickoff call. You want to show the customer you really understand their business, but you have zero time to research. You scramble, feel unprepared, and wing it. The call is awkward. You miss opportunities.
- Start every deal kickoff informed and confident
- Reference their background and company challenges without sounding canned
- Build trust immediately by showing you've done your homework
- Know their role, tenure, and influence so you can engage at the right level
- Never wing a customer kickoff call again
Setup
Build it in a few focused steps.
- 1Connect Payhere and Apollo to Notis.
- 2Ask Notis: 'When a customer deal closes, pull their complete profile and tell me they're ready for kickoff.'
- 3Notis watches for new customer transactions and pulls profiles automatically.
- 4Choose your notification channel and confirm you want prep alerts.
- 5Test with a new customer transaction and verify the complete profile arrives before your first call.
Questions about this workflow
When do I get the profile, immediately after payment or before?
Immediately after payment clears in Payhere. Usually within 10-15 seconds. You have it before you call them.
What if the contact doesn't have a profile in Apollo?
Notis searches by multiple methods. If nothing exists, it tells you 'no Apollo profile' and you use other research methods or just go with what you know.
Can I get profiles for all deals or only big ones?
Both. You can get profiles for every customer, or set a threshold (e.g., 'only deals over $1K'). Your choice.
Should I memorize the profile or can I bring it to the call?
Both work. Some founders prefer to review before and then leave it aside. Others keep it handy. Use whatever works for your style.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Payhere to Apollo. A trigger fires from one place; an action lands in another.
Payhere triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Apollo People Enrichment
Enrich one person with verified contact and profile data — email, profile, and optionally a mobile phone number — from an email, name, LinkedIn URL, or Apollo id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Apollo Organization Job Postings
Retrieve a company's active job postings by its Apollo organization id.
Apollo Get Complete Organization Info
Get the complete record for a company by its Apollo organization id.
Apollo Organization Search
Find companies by headcount, location, revenue, funding, keywords, and technology.
Apollo News Articles Search
Search news articles about companies by organization, category, and date.
Apollo Get Complete Person Info
Get the complete record for a person by their Apollo person id.
Connect any two apps with Notis in the middle.
Payhere and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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