Connect researched prospects to existing leads
Bring related prospects together with the directory lead your team is already tracking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Match Leads
Matches a batch of contacts or users to an existing lead.
Why this helps
Related contacts can remain disconnected from the lead record when matching them requires manual list review.
- Associate supplied contacts with a specified lead
- Keep related prospect records connected
- Reduce manual matching work
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brilliant Directories once in the Notis portal.
- 2Create an automation that matches supplied email addresses or user IDs to a specified lead.
- 3Choose a Notis webhook trigger and include the lead ID and contact identifiers.
- 4Choose where run reports should be delivered.
- 5Test with one real lead and a small set of known contacts.
Questions about this workflow
What does this action match?
It matches a batch of email addresses or user IDs to a specific existing lead record.
Does it search for the lead automatically?
The workflow needs the target lead and its identifier. Supply the correct lead ID along with the contacts to match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Brilliant directories. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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