Turn parsed inquiries into directory leads
Catch inquiries parsed from emails and documents, then create lead records that are ready for your team to review and follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a lead from a visitor inquiry or contact request.
Why this helps
Inquiries spread across parsed emails and documents are easy to overlook when nobody has time to check each one.
- Gather parsed inquiries into the directory's lead system.
- Reduce the chance that a submitted request goes unnoticed.
- Use run reports to spot records that need human review.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, describe which parsed inquiries should become leads and how to handle incomplete information.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test the instruction with one real parsed inquiry.
Questions about this workflow
Does this run as soon as Airparser parses a document?
No Airparser trigger events are listed. This workflow runs on a Notis schedule and reviews the parsed records made available to it.
Can it notify someone about each lead?
The described target action creates a lead. Use the run report destination for visibility, and specify any supported follow-up behavior in your prompt.
How should I prevent duplicate leads?
Tell Notis what existing data it can check and how to treat a likely duplicate. If it cannot access a reliable identifier or history, provide one or review the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Brilliant directories. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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