Enrich Apollo organizations from Salesforce account changes
Bring richer company context into the account workflow when Salesforce changes.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
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').
Why this helps
Account research often gets postponed while teams switch between CRM records and enrichment tools.
- Prompt timely company research
- Use company domains as the enrichment input
- Reduce manual research switching
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Apollo once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to use the changed Salesforce Account's company domain to enrich its Apollo organization data.
- 4Pick the Salesforce Account Created or Updated trigger.
- 5Choose a report channel and test with an account that has a company domain.
Questions about this workflow
What information does enrichment use?
The workflow needs a company domain, such as apollo.io, from the account details.
How many organizations can the Apollo action enrich at once?
The bulk organization enrichment action supports up to 10 organizations per request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Apollo. A trigger fires from one place; an action lands in another.
Salesforce 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').
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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