Keep Directory Leads Aligned With Agiled
Let Notis review CRM changes and refresh corresponding directory leads, with uncertain matches sent for review.
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
Contact changes get recorded in one system but remain stale in another, complicating follow-up.
- Reduce stale contact details across systems.
- Avoid blind updates when a matching lead is unclear.
- Get a report of changes that need a person to resolve.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Brilliant Directories once in the Notis portal.
- 2Create the automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to find Agiled CRM changes relevant to existing directory leads, update clear matches, and report ambiguous matches.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real changed contact and verify the updated lead.
Questions about this workflow
Can this safely resolve duplicate leads?
The workflow should update only a clear match. Ask Notis to report duplicate or ambiguous matches for human review rather than choosing one automatically.
What if Agiled does not provide a changed-since history?
That history is not specified in the source description. If unavailable, provide the relevant changed records in the automation input or choose another way to supply the changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Brilliant directories. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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