Refresh directory lead field guidance from Coda
Turn process updates into an up-to-date reference for the team handling leads.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Action
Get Lead Fields
This tool retrieves all available fields in the leads table from a brilliant directories website. it returns a json object containing a list of fields and their associated metadata (field name, field type, field label, whether the field is required, and if it is a system field) that can be used to understand the structure and metadata of lead-related fields.
Why this helps
Lead instructions become unreliable when the documented process changes without checking the current directory fields.
- Keep guidance current
- Expose required field changes
- Reduce intake rework
Setup
Build it in a few focused steps.
- 1Connect Coda and Brilliant Directories once in Notis.
- 2Create an automation that retrieves lead fields and explains how they relate to the updated Coda process page.
- 3Pick the Specific Coda Page Updated trigger.
- 4Choose where run reports should go.
- 5Test with one process page update.
Questions about this workflow
Can Notis identify required fields?
Yes, ask it to include required and system field metadata in the report.
Does this modify the Brilliant Directories schema?
No, the action only retrieves the current lead field definitions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Brilliant directories. A trigger fires from one place; an action lands in another.
Coda triggers
Brilliant directories actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create User
This tool creates a new user record in the brilliant directories website database. it supports creating new users with essential details such as email, password, subscriptionid and optional parameters including name, company, contact details, and address information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete User
This tool deletes an existing user record from the brilliant directories website database. it allows for the complete removal of a user record and, optionally, the deletion of the member's uploaded images.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Get Data Categories
This tool fetches all data categories in a brilliant directories website. data categories are distinct from top categories and represent the various types of data organization within the system.
New Coda Document Trigger
Triggers when a new Coda document is created.
Get Lead Fields
This tool retrieves all available fields in the leads table from a brilliant directories website. it returns a json object containing a list of fields and their associated metadata (field name, field type, field label, whether the field is required, and if it is a system field) that can be used to understand the structure and metadata of lead-related fields.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Get Reviews Fields
This tool retrieves all the available fields in the users reviews table from a brilliant directories website. it is a standalone tool that requires only authentication and provides a comprehensive list of review information such as review text, rating, timestamp, user identification fields, and any custom configured fields in the reviews system.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Get User Fields
This tool fetches all available fields from the users data table in your brilliant directories website. it provides a detailed list of available fields for user operations including creation, updating, and retrieval.
Connect any two apps with Notis in the middle.
Coda and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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