Create an Apollo deal from a Trello opportunity card
Promote a qualified Trello opportunity into Apollo while the details are complete.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
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.
Why this helps
Qualified opportunities stay as cards and fail to enter the pipeline.
- Reduce pipeline entry delay
- Preserve opportunity context
- Make qualified work visible
Setup
Build it in a few focused steps.
- 1Connect Trello and Apollo in Notis once.
- 2Create an automation defining qualification cues and the valid Apollo ids required for the deal.
- 3Choose the new Trello card trigger.
- 4Pick a channel for created deal reports.
- 5Test with one qualified card containing account and opportunity details.
Questions about this workflow
What ids are required?
Apollo requires valid opportunity stage and account ids, plus owner id when provided.
Will this deduplicate deals?
No. Review the card before running if a similar opportunity may already exist.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Apollo. A trigger fires from one place; an action lands in another.
Trello 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').
Card Archived Trigger
Triggered when a card is archived in the specified board
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
New Activity Trigger
Triggered when there is activity in Trello.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
New Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Apollo.