Keep Follow-Up Leads Current with Service Context
Bring useful client service details into the lead record so follow-up is easier to pick up and continue.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Lead
Updates an existing lead’s information and matching settings.
Why this helps
A follow-up can lose momentum when its context lives only in the customer system.
- Keep service context close to the lead
- Make handoffs easier to continue
- Refresh selected records on a schedule
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for service follow-up refresh.
- 3Tell Notis which AgencyZoom details to use, how to match leads, and which supported fields to update.
- 4Choose a recurring schedule and report destination.
- 5Test with one real matched lead.
Questions about this workflow
Does this create a new service note field?
No. It can update supported lead fields only. Confirm a suitable field is available before relying on it.
Can it include service history?
Only history returned by AgencyZoom or supplied in the request can be used.
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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