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Audit Apollo team ownership

Keep account and contact ownership clear as your team changes.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Apollo Users

Retrieves a list of all users (teammates) associated with the apollo account, supporting pagination via `page` and `per page` parameters.

Why this helps

Ownership gaps create invisible handoffs and leave prospects without a clear next person.

  • Catch ownership gaps early
  • Support clean handoffs
  • Reduce unclear responsibility

Setup

Build it in a few focused steps.

  • 1Connect Apollo once in Notis.
  • 2Create a scheduled automation for team ownership review.
  • 3Tell Notis to list Apollo users and summarize changes or ownership concerns based on the criteria you provide.
  • 4Pick a recurring schedule and report channel.
  • 5Run one test review with the current user list.

Questions about this workflow

Does this change ownership?

No. It reports the current Apollo users; use the contact ownership action for approved updates.

Can inactive users be flagged?

Ask Notis to identify them if Apollo returns the relevant user details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Apollo. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Apollo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Contacts to Sequence

Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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').

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

Bulk people enrichment

Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.

ActionInstant

Bulk update account stage

Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Apollo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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