Review directory content fields before prospect research intake
If prospect research will inform directory content, first understand the custom fields available for the relevant data category. Notis can retrieve and summarize that field metadata.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Data Categories Fields
Retrieves the available custom fields for post types.
Why this helps
Content intake becomes inconsistent when contributors do not know which details a directory category supports.
- Review available custom fields for a data category.
- Prepare consistent content intake instructions.
- Identify any details that need confirmation before creating content.
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 retrieve custom fields for a specified Brilliant Directories data category and summarize the relevant field metadata.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a known data category ID and confirm the field summary.
Questions about this workflow
Does this retrieve fields for every data category?
The action retrieves custom fields for Data Categories. Specify the category context needed for your workflow.
Does this create a post?
No. It only retrieves field metadata to support planning and intake.
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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