Enrich people after selected Salesforce record changes
Turn selected CRM changes into a focused batch of person research.
Trigger
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.
Action
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Why this helps
Researching several related people one by one takes time and interrupts other work.
- Batch person research
- Use returned Salesforce record details as context
- Reduce repetitive profile lookups
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Apollo once in the Notis portal.
- 2Create an automation from Automations, New Automation.
- 3Tell Notis which monitored Salesforce record changes should prompt Apollo bulk enrichment and provide supported person identifiers.
- 4Pick the Salesforce Record Updated trigger and specify the SObject type and returned field values.
- 5Choose a report channel and test with a real record change.
Questions about this workflow
Which Salesforce records can trigger this?
The generic trigger monitors a specified Salesforce SObject and uses SystemModstamp to detect changes.
What details should be returned?
Specify the fields needed to identify the people for enrichment; Apollo's bulk action enriches multiple person profiles.
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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