Schedule a recurring lead field reference
Keep lead intake guidance fresh without remembering another maintenance task.
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
Field changes go unnoticed when schema reviews depend on someone remembering to check.
- Creates a dependable review rhythm
- Surfaces field changes sooner
- Reduces maintenance overhead
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories once in Notis.
- 2Create an automation asking Notis to retrieve and summarize lead fields.
- 3Choose a recurring schedule trigger and set the report channel.
- 4Run one test execution and review the summary.
Questions about this workflow
How often should this run?
Choose a cadence that matches how often your directory configuration changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Brilliant directories. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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