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Refresh an Apollo account from Trello changes

Keep account records current as research changes in Trello.

Trigger

Card Updated Trigger

Triggered when a specific card is updated

Action

Update an Apollo account

Updates specified attributes of an existing account in apollo.io.

Why this helps

Account intelligence changes frequently, but CRM records remain stale.

  • Reduce stale account data
  • Keep research connected to execution
  • Improve pipeline review quality

Setup

Build it in a few focused steps.

  • 1Connect Trello and Apollo in Notis once.
  • 2Create an automation describing the account match and which changed details to apply.
  • 3Choose the Trello card updated trigger.
  • 4Choose a report channel for updates and unmatched cards.
  • 5Test with a card containing a known account and a new detail.

Questions about this workflow

What kind of updates work?

Use clear company details in the card and name the Apollo account attributes to update.

What happens if no account matches?

Notis reports the issue for review rather than creating an unintended record.

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.

TriggerScheduled

Add Contacts to Sequence

Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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').

ActionInstant

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

Bulk people enrichment

Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.

ActionInstant

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

Bulk update account stage

Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.

ActionInstant

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

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.

ActionInstant

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

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.

ActionInstant

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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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