Prepare lead field briefs from Todoist planning tasks
Turn campaign planning tasks into a practical lead data brief before launch.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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 campaigns stall when nobody confirms which fields the directory can accept.
- Clarify campaign requirements
- Reduce launch rework
- Share one concise field brief
Setup
Build it in a few focused steps.
- 1Connect Todoist and Brilliant Directories in Notis.
- 2Create an automation to retrieve lead fields and summarize them for the task.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose a report destination and test with one campaign planning task.
Questions about this workflow
Can this add leads directly?
No. The available action retrieves lead field metadata for planning.
Can the report focus on required fields?
Yes, instruct Notis to emphasize required and system fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Brilliant directories. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist 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.