Make lead intake planning easier to prepare
Keep the available lead fields and their metadata close at hand for the next intake planning session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Planning from an outdated idea of lead fields leads to unnecessary checking and avoidable rework.
- Retrieve lead field names and metadata on a set cadence.
- Make planning references easier to find when needed.
- Reduce manual interruptions to inspect the lead schema.
Setup
Build it in a few focused steps.
- 1Connect Brilliant directories to Notis once in the portal; add LINE if your prompt needs LINE context.
- 2Create an automation through Automations or ask Notis conversationally for a recurring lead-field lookup.
- 3Use one plain-language instruction to fetch the available lead fields and summarize their labels, types and required status for review.
- 4Choose a recurring schedule and a run-report channel, then test with one run.
Questions about this workflow
Does this create or update leads?
No. It retrieves the lead fields and their metadata.
Can the summary replace a review of the actual intake process?
It is a reference to the available fields; the team still decides how to use them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link LINE to Brilliant directories. A trigger fires from one place; an action lands in another.
LINE 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.
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.
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.
LINE and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brilliant directories.