Keep Lead Contact Details in Step
When contact details change in AgencyZoom, send the update to Notis and refresh the matching directory lead.
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Outdated contact information makes timely follow-up harder and creates duplicate data cleanup.
- Reduce repeated data entry
- Keep lead contact records aligned
- Use incoming updates to drive a targeted change
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for lead detail updates.
- 3Tell Notis how to identify the existing lead and update only contact details present in the incoming AgencyZoom information.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real lead update.
Questions about this workflow
How does Notis know which lead to update?
Include a reliable lead identifier in the incoming request or provide matching instructions using available data.
Will missing details be filled in automatically?
No. Notis can only use fields returned by the apps or supplied in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Brilliant directories. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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