Make deal handoffs visible on directory leads
Help the next person understand who owns the follow-up and what needs to happen.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Updates an existing lead’s information and matching settings.
Why this helps
A deal can move to a new owner while the directory inquiry still gives teammates no clue about the handoff.
- Make handoff details easier to find where inquiries are handled.
- Reduce repeated questions about follow-up ownership.
- Report missing or unsupported owner fields.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to match a deal handoff event to a directory lead and add available owner or next-step context only to a supported lead field.
- 4Pick the Notis webhook trigger and configure ActiveCampaign to send the relevant handoff event to its URL.
- 5Choose a report channel and test with one real deal handoff.
Questions about this workflow
Will this assign a Brilliant Directories staff owner?
No assignment action is listed. It can update supported lead details with the handoff context supplied by ActiveCampaign.
What if the owner is not included in the event?
Have Notis report the missing context and leave the lead unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Brilliant directories. A trigger fires from one place; an action lands in another.
Active campaign 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
Adds a photo entry to a user’s portfolio album.
Delete User
Deletes a user record and can also remove the member’s uploaded images.
Create Data Category
Creates a data category for a content type on the website.
Create Data Post
Creates a single-image post in the website database.
Get Lead Fields
Retrieves the available fields for leads.
Create Lead
Creates a lead from a visitor inquiry or contact request.
Get Reviews Fields
Retrieves metadata about the available review fields.
Connect any two apps with Notis in the middle.
Active campaign and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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