Keep Lead Context Current With Scheduled Ad Research
Use available Adyntel findings to refresh an identified lead record on a recurring schedule.
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 context becomes stale when new competitor and campaign research stays outside the directory.
- Bring relevant new findings into a lead record.
- Reduce manual review and record maintenance.
- Avoid updates when the correct lead cannot be identified.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to use only available Adyntel findings and update a lead only when its ID is known and the context is relevant.
- 4Choose notis_cron, set the schedule, and select a report destination.
- 5Test one run against a lead you can verify.
Questions about this workflow
Does the schedule identify leads by searching the directory?
This action requires a lead ID. Make that ID available to the automation or use a separate, supported process to identify the lead.
What if the scheduled run has no new findings?
Instruct Notis to skip the update and report that no relevant new context was available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Brilliant directories. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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