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Notis

Use Apollo teammate context for WhatsApp intake

Start a Notis webhook from your intake process and retrieve the Apollo user list to help determine who should handle a lead.

Trigger

Webhook received

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

Action

List Apollo Users

Retrieves a list of all users (teammates) associated with the apollo account, supporting pagination via `page` and `per page` parameters.

Why this helps

Choosing a sales owner can require context switching when intake and teammate information live in different tools.

  • Retrieve the Apollo teammate directory on demand
  • Support routing decisions with current user context
  • Start from an HTTP request in an external intake process

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp and Apollo once in the Notis portal.
  • 2Create an automation that starts from an HTTP request, retrieves Apollo users, and returns the directory for your WhatsApp intake process.
  • 3Pick a webhook trigger in the automation setup.
  • 4Choose where run reports should go, then test with one real example.

Questions about this workflow

Does this assign a lead to an Apollo user?

No. This workflow retrieves the user list. Contact ownership updates require a separate Apollo action and a specific existing contact and team user.

What starts this automation?

A Notis webhook starts when an HTTP request is sent to its configured endpoint.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Apollo. A trigger fires from one place; an action lands in another.

Whatsapp 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

Message Status Updated

Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks

TriggerPolling

Bulk people enrichment

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

ActionInstant

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

TriggerInstant

Bulk update account stage

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

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

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

Message Template Status Update

Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.

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

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.

Whatsapp and Apollo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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