Turn milestone tasks into Apollo stage updates
Mark the milestone in Todoist and keep the Apollo funnel current.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Update contact stage
Updates the stage for one or more existing contacts in apollo.io to a new valid contact stage, useful for managing sales funnel progression.
Why this helps
Pipeline stages fall behind because milestone tracking and CRM updates are separate chores.
- Keeps funnel reporting accurate
- Makes milestone capture actionable
- Reduces end of week CRM cleanup
Setup
Build it in a few focused steps.
- 1Connect Todoist and Apollo once in the Notis portal.
- 2Create an automation that maps the task's milestone language to a valid Apollo contact stage.
- 3Pick the Todoist New Task Created trigger.
- 4Choose where run reports should go.
- 5Test with one milestone task.
Questions about this workflow
How are valid stages identified?
Use stage names or ids returned by Apollo's contact stage list.
Can several contacts be updated?
Yes. The action supports one or more existing contact records.
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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