Associate prospect contacts with an existing directory lead
When several contacts belong to one inquiry, ask Notis to check for a match against the existing Brilliant Directories lead and report the result.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Match Leads
Matches a batch of contacts or users to an existing lead.
Why this helps
Related contacts can be scattered across prospect research and inquiry records, making follow-up harder to coordinate.
- Check whether supplied contacts match a specified lead.
- Bring related prospect contacts into one inquiry context.
- Review the match result before deciding next steps.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to match supplied Aeroleads contact emails or user IDs to a specified Brilliant Directories lead and report the outcome.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one known lead and a contact you expect to match.
Questions about this workflow
What does the match action need?
It needs a lead record to match against and a comma-separated list of contact emails or user IDs.
Does matching create a new lead?
No. It associates supplied contacts with an existing lead record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Brilliant directories. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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