Create an Apollo task from a Pipedrive note
Capture the next action while the note is still in view.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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.
Why this helps
Action items written in notes are easy to lose when no task is created.
- Prevent dropped follow-ups
- Turn notes into assigned work
- Keep task ownership visible
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Apollo once in Notis.
- 2Create an automation that creates an Apollo task for each actionable new Pipedrive note.
- 3Pick the Pipedrive New Note Received trigger.
- 4Choose where run reports go and test with one real action note.
Questions about this workflow
Can one note create several tasks?
Yes, ask Notis to create distinct tasks for each relevant contact, while remembering repeated calls can create duplicates.
Is this available on every Apollo plan?
The Apollo task action is not for free plan users.
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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