Review directory lead fields after a follow-up email
Keep lead field details close to the conversation when you have just sent a follow-up about directory leads.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 questions often require another trip into the directory documentation, making it easy to lose the thread of a follow-up.
- Retrieve the available lead fields after a related email is sent.
- Keep returned field details alongside a run report for reference.
- Spot required fields from the returned metadata when planning a later lead workflow.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis to retrieve and summarize the available Brilliant Directories lead fields after a sent email concerning lead information, including required-field metadata when returned.
- 4Pick Email Sent as the trigger and choose where run reports should go.
- 5Test with one real sent email about lead information and review the field summary.
Questions about this workflow
Will this workflow create or update a lead?
No. The available Brilliant Directories action retrieves lead field metadata; it does not create or update a lead.
How does Notis know which sent emails concern lead information?
Describe the relevant subject or context in your instruction. The Email Sent trigger polls sent messages and provides email metadata; test how the instruction handles a representative message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Brilliant directories. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
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.
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.
Gmail and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brilliant directories.