Keep Lead Records Current After a Contact Correction
Carry a corrected contact detail into the right lead record as soon as the update is known.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Lead
Updates an existing lead’s information and matching settings.
Why this helps
Small contact corrections can be missed when someone has to locate and edit the lead manually.
- Reduce manual lead record edits.
- Keep the correction attached to its originating request context.
- Avoid updates when the intended lead cannot be identified confidently.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Brilliant Directories once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3In one instruction, ask Notis to update only the identified lead fields supplied in a correction webhook and report uncertain lead matches.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one existing lead and verify the changed details.
Questions about this workflow
What identifies the lead to update?
Include a reliable lead identifier in the webhook or otherwise provide a matching rule that uniquely identifies the record.
Will unspecified lead details change?
Ask Notis to update only the supplied fields so unrelated lead information remains intact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Brilliant directories. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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