Capture Agenty inquiries as directory leads
Keep incoming inquiries in your directory lead flow while Agenty handles the research.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a lead from a visitor inquiry or contact request.
Why this helps
Inquiries discovered during research can get lost between the browser, an agent conversation and the directory's lead list.
- Create a lead from an incoming inquiry
- Keep research and lead follow-up connected
- Avoid re-entering inquiry details
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brilliant Directories once in the Notis portal.
- 2Create an automation and describe which Agenty inquiries should become directory leads.
- 3Choose a Notis webhook trigger and configure Agenty to send the inquiry details.
- 4Choose where run reports should go.
- 5Test with one real inquiry and check the resulting lead record.
Questions about this workflow
Can Notis decide which inquiries become leads?
Describe your qualification rule in the automation prompt. Include any signals needed for that decision in the Agenty webhook request.
Will it fill in details that Agenty did not find?
Notis can only use available information. Supply required lead details in the request or make them available in your instructions.
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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