Prepare Lead Records for Renewal Readiness Reviews
Use current AgencyZoom details to make directory leads more useful before renewal conversations begin.
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
Renewal outreach takes extra effort when the lead record lacks available account context.
- Prepare lead records before renewal follow-up
- Carry over available account context
- Reduce manual review across systems
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for renewal readiness reviews.
- 3Tell Notis which available AgencyZoom details indicate readiness, 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
Can Notis score renewal readiness?
Only if you define the criteria and the necessary AgencyZoom details are available. Otherwise, it can update records using supplied details.
Does this initiate renewal outreach?
No. The listed action updates a lead record; it does not send outreach.
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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