Turn partner inquiries into directory leads
Send an inquiry into Notis and keep its directory lead record current, with a clear report of the action taken.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Updates an existing lead’s information and matching settings.
Why this helps
Inquiries can lose momentum when someone has to re-enter the same contact details and notes in the directory.
- Reduce manual transfer of inquiry details.
- Update a known lead when a matching lead identifier is available.
- Keep the result visible in the run report.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe how Notis should use the inquiry details supplied in the webhook to find and update a matching lead, or create a lead when appropriate.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real inquiry and verify the lead record.
Questions about this workflow
Can this workflow create leads too?
The selected action updates a lead. Use a separate lead creation workflow when no matching lead exists and a new lead should be created.
What if the inquiry has no lead ID?
Provide a reliable way to identify the existing lead, such as its email address, and ask Notis to report ambiguous matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Brilliant directories. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brilliant directories.