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Notis

Keep Brilliant Directories lead records current with ActiveCampaign

Spend less time reconciling lead details across your marketing and directory tools.

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

Contact updates in one system can leave the corresponding directory inquiry outdated.

  • Catch changed contact information in a predictable review cycle.
  • Update matching leads without repeated manual lookups.
  • Get a report when a match is missing or ambiguous.

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 find ActiveCampaign lead updates since the previous run, match them to existing Brilliant Directories leads using reliable identifiers, and update only supported changed details.
  • 4Pick a recurring Notis schedule as the trigger.
  • 5Choose a report channel and test with one real lead update.

Questions about this workflow

Does this create new Brilliant Directories leads?

No. This workflow updates existing leads. Ask Notis to report unmatched records for review.

What if the same person has multiple lead records?

Instruct Notis to skip ambiguous matches and include them in the run report for a person to resolve.

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.

TriggerScheduled

Create User

Creates a new user account on a directory website.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Album Photo

Adds a photo entry to a user’s portfolio album.

ActionInstant

Delete User

Deletes a user record and can also remove the member’s uploaded images.

ActionInstant

Create Data Category

Creates a data category for a content type on the website.

ActionInstant

Create Data Post

Creates a single-image post in the website database.

ActionInstant

Get Lead Fields

Retrieves the available fields for leads.

ActionInstant

Create Lead

Creates a lead from a visitor inquiry or contact request.

ActionInstant

Get Reviews Fields

Retrieves metadata about the available review fields.

ActionInstant

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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