Review Apollo accounts by priority
See which accounts deserve attention before planning your next outreach block.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Apollo Accounts
Searches for accounts within your existing apollo.io database using various criteria; requires a paid plan and is limited to 50,000 records.
Why this helps
Account prioritization takes too long when the relevant CRM view must be rebuilt every week.
- Prepare faster weekly planning
- Focus on high value accounts
- Keep account review consistent
Setup
Build it in a few focused steps.
- 1Connect Apollo once in Notis.
- 2Create a scheduled automation for account prioritization.
- 3Tell Notis to search Apollo accounts using your priority criteria and return a concise ranked review.
- 4Pick a recurring schedule and report channel.
- 5Run one test review with your current account data.
Questions about this workflow
Does this search require a paid Apollo plan?
Apollo states that account search requires a paid plan.
Can the criteria change over time?
Yes. Update the plain language instruction when your priorities change.
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.
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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
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.
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.
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.
Timelinesai and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Apollo.