Prepare member onboarding with a user fields summary
Start onboarding reviews with the available user-field details already gathered, so the team can focus on the process instead of looking up the schema.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Onboarding discussions lose time when the available user record details have to be gathered at the last minute.
- Gather the user fields before a recurring onboarding review.
- Highlight required and system fields for planning.
- Reduce last-minute research before member setup decisions.
Setup
Build it in a few focused steps.
- 1Connect Ably and Brilliant Directories once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to retrieve user fields and prepare an onboarding planning summary.
- 3Describe the outcome in one instruction, specifying that required and system fields should be highlighted.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test with one real run and confirm the summary supports the onboarding discussion.
Questions about this workflow
Does the workflow create members as part of onboarding?
No. This automation retrieves user-field metadata to prepare planning. The available create-user action is separate.
Can the schedule match an onboarding review cadence?
Choose the recurring schedule in the Notis automation flow that fits your review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Brilliant directories. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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