Give stalled Affinity deals a directory follow-up path
Make sure promising deals that need community outreach become actionable directory leads.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a lead from a visitor inquiry or contact request.
Why this helps
Deals needing a different kind of follow-up can remain stuck in the pipeline without a clear owner or next step.
- Review deals against your stated follow-up criteria.
- Create a lead only when the available details support it.
- Make the resulting handoff visible 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 name the follow-up workflow.
- 3In one instruction, define what makes a deal stalled and when it should become a Brilliant Directories lead.
- 4Pick a recurring schedule, choose a run report channel, and test with one real deal.
Questions about this workflow
Can Notis decide what counts as stalled?
Provide the status, timing, or other criteria you use. A baseline or rule that Affinity does not provide must be supplied in the instruction.
Does this send an email to the lead?
The listed action creates a lead record. It does not send an email.
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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