Update directory leads with fresh Agenty research
Bring useful new research into the lead record your team already follows.
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
Fresh prospect details often end up in a separate research result instead of the lead record used for follow-up.
- Add new research to an existing lead
- Keep follow-up context in one record
- Reduce manual copying between systems
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brilliant Directories once in the Notis portal.
- 2Create an automation that updates an existing lead using new Agenty research and its lead identifier.
- 3Choose a Notis webhook trigger and send the research with the matching lead identifier.
- 4Choose where run reports should go.
- 5Test with one real lead and verify the intended details were updated.
Questions about this workflow
How does Notis know which lead to update?
The webhook request or your instructions must provide the Brilliant Directories lead identifier needed by the update action.
Can it update a lead if Agenty only returns a name?
The update needs a reliable way to identify the record. Provide the lead identifier and any new details you want applied.
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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