Keep campaign leads current with a recurring review
Give campaign inquiries a regular review so supported changes reach the right lead record and unclear cases land in your report.
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
Lead details can change after an inquiry, but revisiting every campaign response manually is easy to postpone.
- Review available inquiry details on a recurring schedule.
- Update a lead only when it can be matched reliably.
- Surface missing or conflicting information for review.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Brilliant Directories once in the Notis portal.
- 2Create an automation and describe how to review available inquiry details and update reliably matched leads with supported changes.
- 3Choose a recurring Notis schedule and select where run reports should go.
- 4Run one real example and review the lead update and report.
Questions about this workflow
Does this know which inquiries have changed since the last run?
Only if the connected data provides change information or you supply a comparison baseline. Otherwise, Notis can review the data available at each run but should not claim to detect changes.
What if a lead cannot be matched?
Tell Notis to report the inquiry for review instead of updating a lead it cannot identify reliably.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Brilliant directories. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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