Scan Apollo contacts for stale follow-up
Keep promising contacts from quietly aging out of your pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Apollo contacts
Searches apollo contacts using keywords, stage ids (from 'list contact stages' action), or sorting (max 50,000 records; `sort ascending` requires `sort by field`).
Why this helps
Stale contact records create a false sense of coverage while follow-up is slipping.
- Find neglected contacts
- Prioritize the next outreach
- Improve CRM hygiene
Setup
Build it in a few focused steps.
- 1Connect Apollo once in Notis.
- 2Create a scheduled automation for contact hygiene.
- 3Tell Notis to search Apollo contacts using your stale criteria and summarize the records needing action.
- 4Pick a recurring schedule and report channel.
- 5Run one test review against your current contacts.
Questions about this workflow
What counts as stale?
Define a time window or stage condition that fits your sales process.
Can this update contact stages?
Use a separate automation with the update contact stage action after reviewing the report.
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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