Capture a qualified inquiry as a directory lead
Turn a ready-to-follow-up inquiry into a lead without leaving the conversation.
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
Promising inquiries can disappear between an AI conversation and the directory's lead list.
- Record qualified inquiries in the directory as leads.
- Carry available contact and inquiry details into follow-up.
- Reduce the chance that a ready prospect is forgotten.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for inquiry capture.
- 3Tell Notis to create a Brilliant Directories lead from each qualified inquiry request, preserving the supplied details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real inquiry and verify the lead in Brilliant Directories.
Questions about this workflow
Does the workflow decide whether an inquiry is qualified?
Only if your instruction defines qualification and the request includes enough information to apply it. Otherwise send only inquiries already marked qualified.
Can lead creation send notifications or match members?
The action description supports member matching and email notifications, but their availability depends on the supplied data and action configuration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Brilliant directories. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brilliant directories.