Route Content Inquiries into Directory Leads
Capture an inquiry where your community team already works, with its context attached from the start.
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
Inquiries that arrive alongside content work can get separated from the team responsible for following up.
- Keep contact requests in the directory's lead workflow.
- Carry the inquiry context into the new lead record.
- Reduce the chance that a request gets lost in a separate content queue.
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 create a lead from each webhook request with supplied contact, inquiry, and any required lead details; flag missing required information.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real inquiry and verify the lead details.
Questions about this workflow
Does this workflow send an email to the inquirer?
The listed action creates a lead and may support email notifications; specify any required notification behavior in the instruction and verify it with a real test.
What if a lead field is required but absent?
Have Notis report the missing detail and avoid creating an incomplete lead.
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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