Turn useful Slack referrals into Apollo contacts
When someone shares a real referral in Slack, Notis can create an Apollo contact and preserve the handoff.
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 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.
Why this helps
Referral details can be scattered across a channel, making it easy to forget to add a promising person to Apollo.
- Capture referrals when teammates first share them.
- Spend less time copying contact details from Slack.
- Make new referral conversations easier to pick up.
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 contact only for a clear referral with enough person-identifying details.
- 4Select the Slack Channel Message Received trigger and choose where run reports should go.
- 5Test with one genuine referral message and check the resulting Apollo contact for accuracy.
Questions about this workflow
Will Apollo prevent duplicate contacts?
No. Apollo contact creation does not automatically deduplicate, so instruct Notis to check for an existing match before creating a record.
Can a contact be linked to an account?
The prompt can ask Notis to link the contact when it can identify the correct existing Apollo account.
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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