Review Apollo deals after Trello activity
Keep deal context close to the work that triggered the review.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
Action
List Apollo deals
Retrieves a list of deals from apollo, using apollo's default sort order if 'sort by field' is omitted.
Why this helps
Opportunity reviews happen separately from delivery activity, so risks and next steps are missed.
- Surface relevant opportunities
- Connect execution and pipeline context
- Support faster deal reviews
Setup
Build it in a few focused steps.
- 1Connect Trello and Apollo in Notis once.
- 2Create an automation describing which activity should trigger a deal review and how to match related deals.
- 3Choose the Trello new activity trigger.
- 4Select a report channel for the review.
- 5Test with activity that names an account, initiative, or opportunity.
Questions about this workflow
Does this change any deals?
No. It retrieves and summarizes matching Apollo deals.
What if no deal matches?
Notis reports that no matching deal was found.
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.