Bring directory inquiry context into prospect follow-up
Prepare for follow-up with a concise view of specified lead records. Notis can retrieve the lead details available in Brilliant Directories and summarize them for your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Lead
Retrieves the complete information for one lead.
Why this helps
Follow-up loses momentum when inquiry context is buried in records that nobody has time to reopen.
- Collect the details of specified lead records.
- Prepare a focused follow-up review from returned information.
- Reduce context switching before outreach decisions.
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 lead IDs to retrieve and to summarize the available inquiry details for follow-up review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one known lead ID and confirm the returned context is accurate.
Questions about this workflow
Can it discover leads without an ID?
This action retrieves a single lead by ID. Supply the lead ID or another reliable way for your workflow to receive it.
Does the report send a follow-up message?
No. It prepares lead context so you can decide what follow-up is appropriate.
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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