Give customer expansion ideas a place in Apollo
When an existing customer signals a real expansion need, Notis can create an Apollo deal from the Slack discussion.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
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.
Why this helps
Expansion opportunities can surface during customer conversations but get lost among support and product chatter.
- Capture expansion opportunities while customer context is fresh.
- Separate a real buying signal from general product discussion.
- Keep pipeline and customer conversations easier to connect.
Setup
Build it in a few focused steps.
- 1Connect Slack and Apollo to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3In one plain-language instruction, ask Notis to create an Apollo deal only when Slack clearly describes a customer expansion opportunity and identifies the account.
- 4Select the Slack Channel Message Received trigger and choose where run reports should go.
- 5Test with one discussion that names an existing customer and a specific expansion signal.
Questions about this workflow
Will product feedback create a deal?
The instruction should distinguish a buying signal from routine feedback and require a clear expansion opportunity.
Can Notis link the deal to the customer account?
Ask Notis to link the deal to the existing Apollo account when it can identify the correct record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Apollo. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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