Prepare Directory Leads for Policy Expiry Follow-Up
Use a scheduled review to add current renewal context to the matching directory lead records.
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
Expiry follow-up is harder when the relevant context stays buried in another system.
- Put available renewal context on the lead record
- Reduce manual cross-checking
- Review follow-up records on a predictable cadence
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for expiry follow-up preparation.
- 3Tell Notis which records to review, how to match leads, and which supported fields to update with available expiry details.
- 4Choose a recurring schedule and report destination.
- 5Test with one real matched policy example.
Questions about this workflow
Will Notis calculate expiry dates?
This workflow uses dates and context provided by AgencyZoom. Any missing date or history must be supplied separately.
Can it send a renewal email?
This action updates 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 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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