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Notis

Know which lead details Brilliant Directories accepts

Check the available lead fields before you turn prospect research into directory inquiries. Notis can summarize required fields and flag details your intake process may need.

Trigger

Recurring schedule

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

Action

Get Lead Fields

Retrieves the available fields for leads.

Why this helps

A lead workflow can stall when the team does not know which directory fields are required or available.

  • See available lead fields before setting up intake.
  • Surface required details that Aeroleads may not provide.
  • Reduce avoidable errors during lead creation.

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 lead fields and report required fields and any intake details to confirm.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test one run and review the reported fields before using them in prospect intake.

Questions about this workflow

Does this create a lead?

No. It retrieves lead field information and reports what the intake workflow should account for.

Can it confirm that Aeroleads supplies every required field?

Only if the relevant Aeroleads data is available to the automation. Otherwise, the report should identify what still needs confirmation.

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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