Carry new account initiatives from Slack channels into Apollo
When a dedicated Slack channel launches an account initiative, Notis can update the involved Apollo account stages.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Why this helps
Opening a focused Slack channel can mark a real account milestone, but the Apollo pipeline may not reflect it.
- Connect a dedicated team space to an account milestone.
- Reduce the gap between coordination and pipeline records.
- Make account status easier to review after a launch.
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.
- 3Give Notis one plain-language instruction to update only the Apollo account stage when a new Slack channel clearly names an account initiative and the matching account is known.
- 4Select the New Channel Created trigger and choose a channel for run reports.
- 5Test by creating a clearly named channel for an existing account and reviewing the stage update.
Questions about this workflow
Should every new Slack channel change an account stage?
No. The prompt should limit action to channels whose purpose clearly signals the account milestone and identifies the relevant existing Apollo account.
How does Notis know the valid stage?
Name the intended stage in the instruction when known, and make sure it is a valid stage in the 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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