Prepare Affinity inquiry handoffs with current lead requirements
Give your team a current, concise view of what directory lead intake requires.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Lead Fields
Retrieves the available fields for leads.
Why this helps
Intake checklists can fall out of date when the directory's lead fields change.
- Retrieve current lead field requirements on a schedule.
- Prepare for inquiries using actual required fields.
- Make field changes visible in a 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 name the intake review.
- 3Tell Notis to retrieve the current lead fields and summarize required information relevant to your Affinity inquiry process.
- 4Pick a recurring schedule, choose a run report channel, and test with one real intake.
Questions about this workflow
Does it check an individual lead?
This workflow reviews the available field requirements. It can also compare an inquiry if you specify which Affinity records to include and they are available.
Can it update the intake form?
No. The selected action retrieves field metadata; it does not modify the form.
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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