Update an Apollo contact from a new Pipedrive note
Carry important deal notes into the contact record that your outreach team uses.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Update Apollo contact
Updates specified attributes of an existing apollo.io contact, identified by `contact id`; requires at least one other attribute to be provided for modification.
Why this helps
Key context gets trapped in notes and is easy to miss before the next touch.
- Keep contact context current
- Reduce missed follow-up details
- Create a reliable note handoff
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Apollo once in Notis.
- 2Create an automation that applies relevant new Pipedrive note context to the matching Apollo contact.
- 3Pick the Pipedrive New Note Received trigger.
- 4Choose where run reports go and test with one real note.
Questions about this workflow
Does Apollo accept a note as an update by itself?
The action requires a contact id and at least one other attribute, so provide the matching contact and desired update.
Can every note be copied?
Describe which note content should be applied and ask Notis to report notes that lack a safe match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Apollo. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
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.
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.
Pipedrive and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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