Review lead fields before updating your intake process
Get the available lead field details in a report before you revise how your team collects inquiries.
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
Changing an intake process without checking the actual lead fields can cause avoidable back-and-forth and incomplete records.
- Retrieve available lead fields and their metadata on demand.
- Review required status before revising intake instructions.
- Share the result through the selected run report channel.
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve available lead fields and summarize field names, labels, types, required status, and system-field status.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example and compare the summary with the returned lead fields.
Questions about this workflow
Does this workflow modify the lead form?
No. It retrieves available fields in the leads table so your team can review the returned metadata.
Where does the webhook request come from?
A Notis webhook starts the workflow when it receives an HTTP request. Include the context your team wants reflected in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Brilliant directories. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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