Keep directory lead records current
Give Notis the latest follow-up details and a recurring review schedule to update the matching lead records.
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 fall behind when follow-up outcomes and changed contact details are scattered across notes and messages.
- Apply supplied follow-up details to the relevant lead.
- Keep lead information fresher with a recurring review.
- Flag uncertain matches for a person to check.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Brilliant directories once in the Notis portal.
- 2Create an automation by describing which lead details should be refreshed.
- 3Tell Notis where the latest follow-up information comes from and to update only confidently matched leads.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real lead and verify the updated record.
Questions about this workflow
Where does the latest information come from?
Provide the information in the automation's available input or connected context. Notis cannot infer updates that are not supplied.
What happens if a lead match is uncertain?
Instruct Notis to flag uncertain matches for review instead of updating a record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Brilliant directories. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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