Keep Sales Inquiries Visible in Your Directory
Bring eligible AgencyZoom opportunities into Brilliant Directories so your team can follow up from the community workflow.
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
Sales inquiries can be overlooked when teams track prospects in separate systems.
- Review opportunities on a predictable schedule
- Create a directory lead for each eligible prospect
- Make inquiry follow-up easier to see
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation and name it for opportunity review.
- 3Tell Notis to find eligible AgencyZoom opportunities and create corresponding directory leads using available inquiry details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real opportunity example.
Questions about this workflow
Does this run for every opportunity automatically?
The prompt should define which returned opportunities qualify. AgencyZoom fields or history not available to Notis must be supplied separately.
Can I choose how often it runs?
Yes. Select a recurring schedule when you create the automation.
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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