Give Open Directory Inquiries a Fresh Contact Check
Let Notis periodically compare available AgencyZoom details with selected directory leads and update what has changed.
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
Open inquiries can carry stale contact details long after the customer record has been updated.
- Review open inquiries in batches
- Update matched records with available current details
- Reduce manual record audits
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for scheduled inquiry refresh.
- 3Tell Notis which leads to review, how to match them, and which available details to update.
- 4Choose a recurring schedule and report destination.
- 5Test with one real matched inquiry.
Questions about this workflow
Can it compare every lead to every AgencyZoom record?
Give Notis a practical matching rule and ensure the relevant records are available. Ambiguous matches should be reported for review.
Does it update fields that are not returned?
No. The automation should update only details present in the available AgencyZoom data.
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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