Give document-based inquiries a regular follow-up point
Review the inquiries gathered through document work on a schedule and create directory leads from the details ready to process.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a lead from a visitor inquiry or contact request.
Why this helps
Without a regular review, inquiries captured in document workflows can be forgotten or delayed.
- Give inquiry processing a regular time slot.
- Create leads from inquiry details supplied for the run.
- Reduce the mental load of remembering separate follow-up tasks.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Brilliant Directories to Notis once.
- 2Create an automation and describe how to create leads from the inquiry details supplied for the review.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real inquiry.
Questions about this workflow
Does the schedule collect inquiries from ActiveMerge?
No ActiveMerge trigger or data-fetch action is listed. Supply the inquiry details to Notis for the scheduled run.
Can one run process several inquiries?
You can instruct Notis to process the batch of inquiry details supplied for that run. Include the required information for each lead.
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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