Fix Client Details Across Your Lead Records
Send a corrected name or company detail once and have Notis update 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
Small record corrections are easy to postpone when they need to be repeated across tools.
- Apply corrections where your team works leads
- Avoid repeated edits
- Keep changes limited to the supplied fields
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for client detail corrections.
- 3Tell Notis how to find the matching lead and update the corrected details supplied in the request.
- 4Choose the webhook trigger and report destination.
- 5Test with one real correction.
Questions about this workflow
Can this overwrite other lead information?
Instruct Notis to update only the corrected fields provided, and use the lead update action for the matched record.
How should the lead be matched?
Use a reliable identifier in the request or a clear rule based on available information.
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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