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Notis

Apply pending lead decisions in batches

Turn a queue of reviewed lead outcomes into directory updates on a regular schedule.

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

Completed decisions lose momentum when the lead records are not updated afterward.

  • Process completed reviews together
  • Keep lead records current
  • Surface unresolved decisions in reports

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, define completed decisions and how to update their matching leads.
  • 4Pick a recurring Notis schedule and ask Notis to review pending AnyDB decisions each run.
  • 5Choose a report channel, then test with one real decision.

Questions about this workflow

Can it apply only final decisions?

Yes. Tell Notis to act only on records marked final or approved in AnyDB.

What happens if the lead cannot be identified?

Instruct Notis to report the record for follow-up rather than guessing which lead to change.

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.

TriggerScheduled

Create User

Creates a new user account on a directory website.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Album Photo

Adds a photo entry to a user’s portfolio album.

ActionInstant

Delete User

Deletes a user record and can also remove the member’s uploaded images.

ActionInstant

Create Data Category

Creates a data category for a content type on the website.

ActionInstant

Create Data Post

Creates a single-image post in the website database.

ActionInstant

Get Lead Fields

Retrieves the available fields for leads.

ActionInstant

Create Lead

Creates a lead from a visitor inquiry or contact request.

ActionInstant

Get Reviews Fields

Retrieves metadata about the available review fields.

ActionInstant

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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