Update directory leads when Affinity contact details change
Carry a verified contact update into the lead record without hunting through both systems 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
Outdated contact details create avoidable back-and-forth and make follow-up harder.
- Refresh an existing lead from a reported contact change.
- Avoid updating a lead when the match is uncertain.
- Report unmatched or ambiguous records for review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to match the webhook contact to the Affinity record and the corresponding directory lead, updating only verified changed details.
- 4Pick the webhook trigger, choose a run report channel, and test with one real contact change.
Questions about this workflow
What happens if multiple leads match?
Instruct Notis to avoid making a change and report the ambiguous match for review.
Can the webhook include the new details?
Yes. Notis can use details in the request and compare them with the available Affinity context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Brilliant directories. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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