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Notis

See which directory content types can use prospect research

Get a current view of the directory's content categories before deciding how research could support useful community content.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Data Categories

Why this helps

Teams can spend time preparing content without knowing which directory content types are available.

  • Review the data categories currently returned by the directory.
  • Use actual category information to plan relevant content.
  • Avoid assuming a content type exists before checking.

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 Brilliant Directories data categories and summarize available content types relevant to your prospect research process.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test one run and confirm the reported categories match the directory.

Questions about this workflow

Does this create or update categories?

No. It retrieves existing data categories and summarizes the results.

Can Notis decide which category is best?

It can summarize available category information, but your instruction should define the criteria for relevance and you should review the recommendation.

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.

TriggerScheduled

Create User

Creates a new user account on a directory website.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Album Photo

Adds a photo entry to a user’s portfolio album.

ActionInstant

Delete User

Deletes a user record and can also remove the member’s uploaded images.

ActionInstant

Create Data Category

Creates a data category for a content type on the website.

ActionInstant

Create Data Post

Creates a single-image post in the website database.

ActionInstant

Get Lead Fields

Retrieves the available fields for leads.

ActionInstant

Create Lead

Creates a lead from a visitor inquiry or contact request.

ActionInstant

Get Reviews Fields

Retrieves metadata about the available review fields.

ActionInstant

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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