Keep Account Context with the Directory Lead
Put relevant account changes beside the lead record so the next person can pick up the conversation with context.
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
Important account updates can be separated from the inquiry that prompted the follow-up.
- Keep relevant context with the lead
- Reduce handoff gaps
- Update an existing lead from a webhook request
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for account change updates.
- 3Tell Notis how to match the lead and update supported fields with account details included in the request.
- 4Choose the webhook trigger and report destination.
- 5Test with one real account change.
Questions about this workflow
Can this add a free-form note?
Use only fields supported by the lead update action. If a suitable note field is unavailable, do not assume one exists.
What if the change does not include a lead identifier?
Provide a reliable matching rule based on available details, or have Notis report the request for review.
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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