Match relevant contacts to an existing lead
Keep related contacts attached to the lead your team is already working on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Match Leads
Matches a batch of contacts or users to an existing lead.
Why this helps
A lead can lose useful context when related member or prospect identities remain unassociated.
- Associate multiple supplied emails or user IDs with one existing lead.
- Reduce manual contact matching after an inquiry or handoff.
- Keep related identities together for follow-up.
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 lead contact matching.
- 3Tell Notis to match the supplied emails or user IDs to the specified existing lead.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead and a small, verified contact batch.
Questions about this workflow
What information must the request include?
Include the existing lead identifier and a comma-separated list of email addresses or user IDs to match.
Does this create a new lead?
No. This action associates contacts with an existing lead record.
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
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