Give Unanswered Prospects a Clear Follow-Up Place
Surface prospects who need attention by creating directory leads from the AgencyZoom records your team selects.
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
Prospects can go quiet in one system without making it into the team's active follow-up list.
- Create a visible lead for follow-up candidates
- Review prospects on a set cadence
- Reduce dropped handoffs
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for prospect follow-up review.
- 3Tell Notis which available prospect records need a next step and to create a directory lead for each.
- 4Choose a recurring schedule and report destination.
- 5Test with one real prospect example.
Questions about this workflow
Can Notis know whether a prospect was contacted?
Only if AgencyZoom returns a relevant activity or status field. Otherwise provide the condition or omit that filter.
Will it create a lead for every prospect?
No. Your instruction should define the eligible prospects using information actually available.
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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