Keep the Leads You Specify Ready for Follow-Up
Set a recurring review for your chosen leads and let Notis report contact details that may need attention.
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
A backlog of inquiries can leave contact details unchecked until someone is ready to follow up.
- Add a recurring review to your lead follow-up routine.
- Check details before using them for outreach.
- See which records need a person to resolve an issue.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for lead review.
- 3Tell Notis which leads are in scope, ask it to check available contact details with Addressfinder, update only eligible records, and report unresolved cases.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real lead before the first scheduled run.
Questions about this workflow
How are leads selected for this review?
Specify the lead set in your instruction or provide the records to review as part of your workflow context.
Can the automation change a lead when verification is inconclusive?
Instruct Notis to leave uncertain details unchanged and include them in the run report for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Brilliant directories. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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