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Create account records for webinar targets

Give your webinar strategy a ready-to-use account foundation.

Trigger

New Webinar Created

Triggers when a new webinar is created for a user.

Action

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.

Why this helps

Target companies are identified during planning but remain outside the CRM until much later.

  • Prepare account records early
  • Keep target lists actionable
  • Reduce campaign setup work

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Apollo in Notis once.
  • 2Create an automation describing the target companies and account details to create.
  • 3Pick New Webinar Created as the trigger.
  • 4Choose a report channel and test with one webinar.

Questions about this workflow

Will Apollo prevent duplicate accounts?

No. Apollo creates a new account even when a similar account already exists, so include a review step in your instruction.

Can I assign an owner?

Yes, if you provide a valid Apollo owner id.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zoom 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

Daily Usage Report Changed

Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed

TriggerPolling

Bulk people enrichment

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

ActionInstant

Meeting Details Changed

Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates

TriggerPolling

Bulk update account stage

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

ActionInstant

Meeting Recording Changed

Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files

TriggerPolling

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

Meeting Summary Created or Updated

Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting

TriggerPolling

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

New Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

TriggerPolling

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

New Meeting Created

Triggers when a new Zoom meeting is created for a user.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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