Make weekly pipeline review easier
Get a recurring view of your Apollo deals so you can focus your review on opportunities that need a decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Apollo deals
Retrieves a list of deals from apollo, using apollo's default sort order if 'sort by field' is omitted.
Why this helps
Pipeline reviews get postponed when collecting the current deal picture takes too much setup.
- See the current deal picture at a predictable time.
- Spend less time assembling a review from scratch.
- Keep opportunity decisions from slipping between busy weeks.
Setup
Build it in a few focused steps.
- 1Connect Apollo to Notis once through the portal and connect Telegram if you want the summary there.
- 2Create an automation in the portal or ask Notis for a weekly Apollo deal review.
- 3Describe in one plain-language instruction which opportunities to list and what decision cues to summarize.
- 4Select a weekly schedule, set its timezone, and choose a channel for run reports.
- 5Run a test review and confirm it surfaces the deals you expect.
Questions about this workflow
Does this change deal records?
No. The selected action lists deals for review; it does not update them.
Can the summary focus on a subset of deals?
State the desired criteria in the prompt and confirm the review uses supported filters and fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Apollo. A trigger fires from one place; an action lands in another.
Telegram 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 Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
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 Edited
Triggered when a message in a chat your bot can see is edited by its sender.
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 Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
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.
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.
Telegram and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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