Review lead fields alongside document feedback
When a lead process document gets a comment, Notis can look up the lead fields available in Brilliant Directories for context.
Trigger
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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
Feedback on lead process docs often sends someone searching elsewhere to confirm which fields the directory supports.
- Brings available lead fields into the review context
- Cuts the back and forth between document comments and directory settings
- Helps reviewers identify missing or unsupported field assumptions
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for lead process reviews.
- 3Tell Notis to retrieve Brilliant Directories lead fields when a relevant process document receives a comment, then summarize the returned fields for the review.
- 4Pick the Google Drive Comment Added trigger and choose where run reports should go.
- 5Test by adding a comment to one real lead process document.
Questions about this workflow
What documents does the trigger support?
It supports new comments on Google Docs, Sheets, and Slides.
Will this workflow edit the document or lead records?
No. The selected action retrieves lead field metadata, and the instruction asks Notis to summarize it for review.
Can Notis tell whether the comment makes a valid request?
It can interpret the comment context, but decisions that depend on business rules should be stated in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Brilliant directories. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Connect any two apps with Notis in the middle.
Google Drive and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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