Keep inquiry follow-up moving from AnyDB
Process a queue of directory inquiries in a predictable routine, with a report after each run.
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
Captured inquiries can wait too long when lead creation depends on someone remembering a separate task.
- Work through inquiries in batches
- Preserve request context
- Report records that need attention
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Brilliant Directories once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3In one instruction, specify which inquiries are ready and what supplied details belong in a lead.
- 4Pick a recurring Notis schedule and ask Notis to review ready AnyDB inquiries each run.
- 5Choose a report channel, then test with one real inquiry.
Questions about this workflow
Can the workflow avoid creating leads from spam?
Describe the signals that qualify an inquiry and instruct Notis to skip or report uncertain records.
Does it send an email to the lead?
This workflow creates a lead. It does not promise a separate email action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Brilliant directories. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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