Turn document-based inquiries into directory leads
Capture the inquiry once, then let Notis create the Brilliant Directories lead from the details provided.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a lead from a visitor inquiry or contact request.
Why this helps
Inquiries collected during document workflows can be overlooked when they need to be copied into a separate directory.
- Create a lead from inquiry details already collected.
- Reduce copy-and-paste work between tools.
- Make new inquiries easier to follow up.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Brilliant Directories to Notis once.
- 2Create an automation and describe how to create a lead from the inquiry details provided.
- 3Choose the Notis webhook trigger and have ActiveMerge send a request when the inquiry is ready.
- 4Choose where run reports should go.
- 5Test with one real inquiry.
Questions about this workflow
Does this workflow send a follow-up email?
The selected action creates a lead. It does not send a follow-up email.
What if the inquiry is missing information?
Supply the required details before the automation runs, or instruct Notis how to handle incomplete inquiries.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Brilliant directories. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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