Review open Apollo deals
Know which opportunities need a decision before the week gets busy.
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
Open deals lose momentum when their latest status is buried in a broad pipeline view.
- Prepare faster pipeline reviews
- Spot stalled opportunities
- Make next steps visible
Setup
Build it in a few focused steps.
- 1Connect Apollo once in Notis.
- 2Create a scheduled automation for open deal review.
- 3Tell Notis to list open Apollo deals and summarize risks, missing next steps, and decisions needed.
- 4Pick a recurring schedule and report channel.
- 5Run one test review with your current opportunities.
Questions about this workflow
Can the results be sorted?
Yes. Ask Notis to use Apollo's supported sort field and direction.
Will the workflow update deals?
No. It produces a review; use the update deal action for approved changes.
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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