Answer lead intake questions from Slack
Get a current reference for lead information without pausing to navigate the directory settings. Notis can return the available fields and their labels when the question appears in Slack.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Founders lose time switching tools to answer basic questions about lead intake requirements.
- Bring lead field details into the channel where the question was asked.
- Use current field labels and metadata to inform intake decisions.
- Avoid repeated trips into directory configuration.
Setup
Build it in a few focused steps.
- 1Connect Slack and Brilliant Directories to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to answer Slack questions about lead fields.
- 3Write one plain-language prompt describing how to recognize a lead-field question and summarize the returned fields.
- 4Pick the Slack channel message trigger and a channel for run reports.
- 5Test by posting a real question about which fields are available for leads.
Questions about this workflow
Does this create a lead record?
No. The selected Brilliant Directories action retrieves lead field information for reference.
Can the summary identify required fields?
The field metadata includes whether a field is required, so the prompt can ask Notis to call those out.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Brilliant directories. A trigger fires from one place; an action lands in another.
Slack 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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