Keep directory leads current with reviewed prospect research
When new research clarifies an existing inquiry, send it to Notis for a targeted lead update. Keep the lead record current without copying every detail by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Updates an existing lead’s information and matching settings.
Why this helps
Useful prospect details can stay in research notes instead of reaching the lead record your team uses.
- Apply reviewed details to an existing lead.
- Reduce repetitive data entry during follow-up.
- Limit updates to information you explicitly provide and approve.
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 update a specified Brilliant Directories lead with reviewed Aeroleads details, changing only fields supported by the available lead data.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one existing lead and verify the changed details.
Questions about this workflow
What identifies the lead to update?
The update action requires a lead ID. Provide the correct ID in the webhook request or workflow context.
Will Notis overwrite every lead field?
Instruct it to change only the reviewed details you provide. The action supports optional updates, but the exact fields depend on the available data.
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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