Keep priority directory leads current
Give important prospects a regular research refresh and keep the useful context with their lead record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Lead
Updates an existing lead’s information and matching settings.
Why this helps
Lead records become stale when nobody has a clear routine for revisiting prospect information.
- Create a recurring refresh routine for priority leads
- Keep new research with existing lead records
- Reduce manual review and record updates
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brilliant Directories once in the Notis portal.
- 2Create an automation describing which available research should update which existing leads.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports should be sent.
- 5Test with one real lead and its available research before using a broader set.
Questions about this workflow
Can it refresh every lead in the directory?
Only target leads for which the automation has relevant research and a reliable lead identifier. Define the scope in your prompt and available source data.
Does Notis create new research on its own?
This workflow uses Agenty research already available to Notis. The schedule starts the review and update process.
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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