Update leads from parsed contact details
When new documents contain updated contact details, Notis can help refresh the matching lead and call out conflicts before they create confusion.
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
Contact details can change between forms and documents, leaving teams unsure which lead information is current.
- Reduce repeated lead edits
- Spot conflicting contact details
- Keep updates tied to the right record
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 match webhook details to an existing lead, update only supported confirmed fields, and report ambiguous matches.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real update and review the changed lead.
Questions about this workflow
What if the document does not identify a lead clearly?
Instruct Notis to report the ambiguous match for review and avoid updating a record based on a guess.
Can this update any lead field?
The action supports lead updates, but the workflow should only use fields supported by the action and provided in the received data.
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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