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Create Brilliant Directories inquiries from selected Aeroleads prospects

Give your team one place to follow up on prospects worth contacting. Let Notis review new Aeroleads data on a schedule and create directory leads when the available details support an inquiry.

Trigger

Recurring schedule

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

Action

Create Lead

Creates a lead from a visitor inquiry or contact request.

Why this helps

Prospect research and inquiry follow-up often live in separate places, making it easy to lose the next step.

  • Bring selected prospects into the directory's lead workflow.
  • Review prospect information in batches on a predictable schedule.
  • Avoid creating a lead when necessary details are missing.

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 review new Aeroleads prospects and create a Brilliant Directories lead only when the available information supports a genuine inquiry.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real prospect and confirm the lead details before relying on the schedule.

Questions about this workflow

Does a prospect automatically count as an inquiry?

No. Set the instruction to create a lead only when the prospect context supports a genuine inquiry, and otherwise report what needs review.

Can Notis fill details Aeroleads did not find?

Notis can use only available information. Ask it to report missing details rather than invent them.

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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