Give qualified leads a community welcome
Move qualified leads from CRM capture to a useful community experience with one plain language instruction.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
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.
Why this helps
A promising lead can lose momentum when someone has to spot it, copy its details and start a separate welcome process.
- Start from the Salesforce New Lead event.
- State your own qualification criteria in plain language.
- Have Notis report incomplete details for review.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis in one instruction which new Leads qualify and to create a Brilliant Directories user using available details.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real Lead that meets your criteria.
Questions about this workflow
Can I set qualification rules in Salesforce trigger filters?
No. Pick the New Lead trigger, then describe your qualification rule in the automation instruction for Notis to evaluate using available Lead data.
Will Notis invent missing member details?
No. Ask Notis to flag missing details or report the record for follow-up. Required fields depend on your Brilliant Directories configuration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Brilliant directories. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
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No card. Works with personal or business Brilliant directories.