Start a focused contact review with billing context
Have Notis prepare a short Apollo contact review using billing information your team supplies or makes available to the automation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Apollo contacts
Searches apollo contacts using keywords, stage ids (from 'list contact stages' action), or sorting (max 50,000 records; `sort ascending` requires `sort by field`).
Why this helps
Regular customer reviews take time when account and billing context must be gathered from separate places before the team can decide where to focus.
- Prepare a recurring list of contacts for review.
- Reduce context gathering before customer follow-up planning.
- Keep attention on the records matching your review criteria.
Setup
Build it in a few focused steps.
- 1Connect Apollo and the source of any billing context you want Notis to consider.
- 2Create an automation and ask for a concise review of matching Apollo contacts against the billing context available to it.
- 3Pick a recurring schedule and tell Notis how to search Apollo contacts for the review.
- 4Choose where run reports go and test with one real example.
Questions about this workflow
Does this schedule automatically retrieve Stripe history?
The schedule trigger does not provide billing history by itself. Make the needed history available to Notis or ask it to report that the context is missing.
Does the contact search enrich records?
No. Apollo contact search finds records using criteria such as keywords, stages, or sorting; it does not enrich contact data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Apollo. A trigger fires from one place; an action lands in another.
Stripe 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').
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
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.
Product Created Trigger
Triggered when a product is created in Stripe
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.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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