Capture Affinity deal inquiries as Brilliant Directories leads
Keep a warm inquiry from getting lost between your deal pipeline and community directory.
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
A promising inquiry can disappear when its context stays buried in a deal record.
- Create a lead when an inquiry is ready for directory follow-up.
- Retain the available inquiry context for the receiving team.
- Surface missing contact or inquiry details in the run report.
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 give it a clear name.
- 3Tell Notis to review the webhook inquiry and its Affinity context, then create a Brilliant Directories lead when the inquiry is relevant.
- 4Pick the webhook trigger, choose a run report channel, and test with one real inquiry.
Questions about this workflow
Will this create a lead for every deal?
The instruction can limit creation to webhook requests that indicate an inquiry is ready for directory follow-up.
Can it add a category or location?
It can use those details when they are provided by the webhook or available from the connected records.
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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