Route new Agile CRM inquiries into Brilliant Directories
Keep inquiries moving into your directory's lead workflow with a single webhook and a clear review of missing details.
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
An inquiry captured in the CRM can be overlooked when it also needs to appear in the directory's lead queue.
- Create a directory lead from an inquiry signal
- Reduce manual copying between systems
- Make missing lead details visible before submission
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brilliant Directories once in the Notis portal.
- 2Create an automation and name it for the inquiry handoff.
- 3In one instruction, tell Notis to create a Brilliant Directories lead from each webhook request and identify any required details the request lacks.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real inquiry before using the webhook in your process.
Questions about this workflow
What starts the workflow?
A Notis webhook request starts it. Agile CRM has no trigger events listed for this workflow package.
What if the webhook does not include all lead details?
Have Notis report the missing information so you can supply it. Do not assume fields or values that were not provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Brilliant directories. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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