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Notis

Keep directory lead priority informed by ActiveCampaign activity

Make follow-up choices easier by bringing current marketing activity into the inquiry record.

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

Teams may prioritize leads from stale notes when recent engagement lives only in ActiveCampaign.

  • Summarize available recent activity where inquiry owners can see it.
  • Help teams decide which follow-up deserves attention first.
  • Report when the source lacks a usable activity signal.

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 what available ActiveCampaign activity should influence priority, how to match leads, and which supported directory field to update; ask it to report when there is no reliable signal.
  • 4Pick a recurring Notis schedule as the trigger.
  • 5Choose a report channel and test with one real lead with known activity.

Questions about this workflow

Does ActiveCampaign provide a standard engagement score here?

No specific source event or score is listed. The automation can use only activity that the connected account makes available.

Can Notis invent a priority value?

Tell Notis the criteria to use. If the source or criteria are insufficient, have it report that limitation instead of guessing.

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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