Process Agenty inquiry findings on a schedule
Give website research a predictable handoff into your directory's lead queue.
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
Research results gathered at different times are easy to overlook when there is no regular review and intake routine.
- Create a regular review point for research findings
- Turn available inquiry details into leads
- Reduce missed handoffs from website research
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brilliant Directories once in the Notis portal.
- 2Create an automation that reviews available Agenty findings and creates leads for qualifying inquiries.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports should be delivered.
- 5Test with one real set of findings and confirm the lead contains the needed details.
Questions about this workflow
Does the schedule make Agenty scrape websites?
No. It starts the Notis automation on a schedule. Agenty needs to make its findings available to the automation through a supported connected source or supplied data.
What if findings do not include lead details?
The automation cannot create accurate lead records from missing information. Ensure the available findings include the required details or provide them 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brilliant directories.