Add useful research to existing directory leads
Bring relevant public context into an existing lead record before your next follow-up.
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
Follow-up is harder when useful business context sits in browser tabs instead of the lead record.
- Attach relevant researched context to an existing lead.
- Keep follow-up information near the lead record.
- Avoid updating a lead when the match is unclear.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis what public details to research, how to identify the matching lead, and which supported lead details to update.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test the automation with one real lead example.
Questions about this workflow
Does the workflow create a new lead?
No. This workflow updates an existing lead. If no clear match is available, instruct Notis to report the research without making a change.
Can it use private information from a prospect?
Define the sources you want checked. This workflow is intended for relevant public business context and details you provide with the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Brilliant directories. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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