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Enrich WhatsApp leads before replying

Turn an unknown WhatsApp sender into a clear prospect profile before you answer.

Trigger

New WhatsApp Message Received

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

Action

Enrich person with Apollo

Enriches and retrieves information for a person from apollo.io, requiring one of: `email`, `hashed email`, `id`, `linkedin url`, or (`first name` and `last name` with `organization name` or `domain`) for matching; `webhook url` must be provided if `reveal phone number` is true.

Why this helps

Valuable context is scattered when a new WhatsApp lead appears without company or role details.

  • See role and company context quickly
  • Reduce manual prospect research
  • Reply with more relevant context

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Apollo once in Notis.
  • 2Create an automation and name the outcome.
  • 3Tell Notis to enrich each new WhatsApp sender in Apollo and summarize the match.
  • 4Pick the TimelinesAI message trigger and a report channel.
  • 5Test with one real WhatsApp message.

Questions about this workflow

What if the sender is not found?

Ask Notis to report the missing match and include the details available in the message.

Can this reveal phone numbers?

Only if your Apollo setup supports it and you provide the required webhook URL.

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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