Validate lead intake fields on request
Get a fast schema check before committing to a new lead intake process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Lead Fields
This tool retrieves all available fields in the leads table from a brilliant directories website. it returns a json object containing a list of fields and their associated metadata (field name, field type, field label, whether the field is required, and if it is a system field) that can be used to understand the structure and metadata of lead-related fields.
Why this helps
Teams approve intake plans without confirming that the directory exposes the information those plans require.
- Supports faster go or no-go decisions
- Makes required fields visible
- Prevents unsupported workflow promises
Setup
Build it in a few focused steps.
- 1Connect 21risk and Brilliant Directories once in Notis.
- 2Create an automation that fetches lead fields and compares them with the requirements in the request.
- 3Choose a webhook trigger for an intake review request.
- 4Select a report channel for the schema findings.
- 5Test with one proposed intake checklist.
Questions about this workflow
Can the request include custom requirements?
Yes, include the field names, labels, or data types that the review must check.
Will it modify the lead schema?
No, the action only retrieves field metadata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Brilliant directories. A trigger fires from one place; an action lands in another.
21risk triggers
Brilliant directories actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create User
This tool creates a new user record in the brilliant directories website database. it supports creating new users with essential details such as email, password, subscriptionid and optional parameters including name, company, contact details, and address information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete User
This tool deletes an existing user record from the brilliant directories website database. it allows for the complete removal of a user record and, optionally, the deletion of the member's uploaded images.
Get Data Categories
This tool fetches all data categories in a brilliant directories website. data categories are distinct from top categories and represent the various types of data organization within the system.
Get Lead Fields
This tool retrieves all available fields in the leads table from a brilliant directories website. it returns a json object containing a list of fields and their associated metadata (field name, field type, field label, whether the field is required, and if it is a system field) that can be used to understand the structure and metadata of lead-related fields.
Get Reviews Fields
This tool retrieves all the available fields in the users reviews table from a brilliant directories website. it is a standalone tool that requires only authentication and provides a comprehensive list of review information such as review text, rating, timestamp, user identification fields, and any custom configured fields in the reviews system.
Get User Fields
This tool fetches all available fields from the users data table in your brilliant directories website. it provides a detailed list of available fields for user operations including creation, updating, and retrieval.
Connect any two apps with Notis in the middle.
21risk and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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