Capture Brilliant Directories inquiries as Salesforce leads
Get new member inquiries into Salesforce with enough context to follow up without re-reading the directory request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Copying directory inquiries into Salesforce adds busywork and makes it easy for a promising request to go unanswered.
- Create a lead from each incoming inquiry
- Carry the inquiry details into the lead context
- Reduce manual copying between tools
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and Salesforce once in the Notis portal.
- 2Create a Notis automation and describe the lead outcome in one instruction.
- 3Choose the Notis webhook trigger for incoming Brilliant Directories inquiries.
- 4Choose where run reports should go, then test with one real inquiry.
Questions about this workflow
How does the inquiry start the automation?
A Notis webhook starts the automation when an HTTP request is sent for the incoming inquiry. Brilliant Directories has no listed native trigger event.
What should I include in the instruction?
Ask Notis to create a Salesforce lead from the inquiry and include the available contact details and request context. The lead action requires the organization-specific required fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Salesforce. A trigger fires from one place; an action lands in another.
Brilliant directories triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Brilliant directories and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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