Check lead requirements before routing an Affinity inquiry
Catch missing information before a directory inquiry becomes another follow-up loop.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Lead Fields
Retrieves the available fields for leads.
Why this helps
A lead handoff can stall when required fields are discovered only after someone starts entering it.
- Retrieve the site's actual lead fields and required indicators.
- Compare inquiry details with the available requirements.
- Surface gaps before someone tries to create the lead.
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 the readiness check.
- 3Tell Notis to retrieve lead fields, compare them with the webhook and Affinity inquiry details, and report missing required information.
- 4Pick the webhook trigger, choose a run report channel, and test with one real inquiry.
Questions about this workflow
Does this create the lead?
No. It retrieves lead fields and reports whether the inquiry has the required information.
Will it invent missing details?
No. Ask Notis to report missing details for a person to supply.
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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