Keep inquiry preference context current across ActiveCampaign and Brilliant Directories
Make it easier for the team to see relevant preference changes when working a directory inquiry.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Lead
Updates an existing lead’s information and matching settings.
Why this helps
Preference information can be recorded in a marketing contact record but missed by the person working the inquiry.
- Make supported preference changes visible alongside directory leads.
- Reduce manual handoffs between marketing and inquiry owners.
- Report when a suitable target field is unavailable.
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 which preference changes to review, how to match leads, and to update a supported lead field only when the source value is clear.
- 4Pick a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one real preference update.
Questions about this workflow
Does this change a member's mailing list subscription?
No. It updates a matching lead field only. Do not treat this as an unsubscribe operation.
What if consent context has no supported lead field?
Have Notis report the change for manual review rather than writing it to an unrelated field.
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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