Create leads from parsed invoice requests
Keep incoming requests moving. Notis can turn relevant contact and service details received through a webhook into a directory lead and flag unclear information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a lead from a visitor inquiry or contact request.
Why this helps
Manually recreating inquiry details from documents slows follow-up and can cause promising requests to get missed.
- Cut repetitive inquiry entry
- Create a consistent lead record
- Highlight unclear details before follow-up
Setup
Build it in a few focused steps.
- 1Connect Affinda and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis to create a lead from relevant request details received in the webhook and flag uncertain contact information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example and check the resulting lead.
Questions about this workflow
Will every invoice become a lead?
Describe which incoming documents or request details should count as an inquiry in your instruction. Affinda does not provide a trigger event in this package.
Can it handle incomplete request details?
Instruct Notis to flag missing information for review rather than treating guesses as confirmed details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Brilliant directories. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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