Run recurring Apollo account reviews
Keep the review checklist in Todoist and let Notis surface the accounts that need action.
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 hygiene gets deferred because reviews depend on memory and manual searches.
- Creates a reliable review cadence
- Surfaces stale or filtered accounts
- Turns checklist intent into a report
Setup
Build it in a few focused steps.
- 1Connect Todoist and Apollo once in the Notis portal.
- 2Create an automation that reads the review criteria from Todoist and searches existing Apollo accounts.
- 3Choose a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one review checklist.
Questions about this workflow
Does this search the existing Apollo database?
Yes. Apollo account search operates on existing accounts and requires a paid plan.
Can the report focus on one segment?
Yes. Include the segment filters in the Todoist checklist or automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Apollo. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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