Use directory review themes to inform prospect research
Add relevant directory feedback to prospect research. Notis can search reviews with supported filters and summarize the returned results for your consideration.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Reviews
Searches reviews and related data.
Why this helps
Prospect research can miss useful customer feedback when reviews sit in a separate directory system.
- Bring relevant directory feedback into research review.
- Search using supported criteria such as keyword, location, or rating.
- Summarize findings without treating reviews as verified prospect facts.
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 which supported review filters to use and to summarize returned results as contextual research, not facts about an individual prospect.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real search and review the returned reviews and summary.
Questions about this workflow
What can the review search filter?
The available action supports criteria including location, keyword, overall rating, pagination, ordering, and output type.
Can reviews establish that a prospect is a customer?
No. Reviews can provide directory context, but they should not be treated as verified facts about a particular prospect.
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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