Give your team a current lead field guide
Keep lead workflow planning grounded in the fields the site actually exposes. Notis can retrieve lead field metadata on a schedule and send a compact summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Lead Fields
Retrieves the available fields for leads.
Why this helps
Lead processes become harder to maintain when people rely on stale field names or requirements.
- Surface field labels, types, and required status in a readable summary.
- Reduce ad hoc lookups during lead process updates.
- Keep documentation anchored to returned metadata.
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the lead field reference.
- 3Describe the outcome in one instruction: retrieve lead fields and summarize each field's label, type, and required status.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the summary reflects the returned fields.
Questions about this workflow
Does this create or update leads?
No. Get Lead Fields retrieves available lead field metadata; it does not change lead records.
Does the result include lead history or values?
The described action returns available fields and their metadata. It does not promise lead history or individual lead values.
Can the schedule detect a field change?
The recurring run can refresh the reference, but this action does not provide a change event. Compare summaries if you need to identify differences.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Brilliant directories. A trigger fires from one place; an action lands in another.
Abstract triggers
Brilliant directories actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create User
Creates a new user account on a directory website.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Album Photo
Delete User
Deletes a user record and can also remove the member’s uploaded images.
Create Data Category
Create Data Post
Get Lead Fields
Retrieves the available fields for leads.
Create Lead
Get Reviews Fields
Retrieves metadata about the available review fields.
Connect any two apps with Notis in the middle.
Abstract and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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