Triage WhatsApp senders against Apollo contacts
Know instantly whether a WhatsApp conversation already has a CRM record.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Teams waste time recreating records because they cannot see whether a WhatsApp sender is already known.
- Prevent avoidable duplicate records
- Find existing relationship history
- Surface contacts needing attention
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Apollo once in Notis.
- 2Create an automation for sender triage.
- 3Tell Notis to search Apollo contacts using the sender details and report the closest matches.
- 4Pick the new WhatsApp message trigger and report channel.
- 5Test with one known and one unknown sender.
Questions about this workflow
What does the workflow do for an unknown sender?
It reports that no suitable Apollo contact was found so you can decide the next step.
Can it filter by contact stage?
Yes. Ask Notis to use a valid Apollo contact stage when searching.
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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