Bring member transaction context into project follow-up
Review the available member transaction history beside the Acculynx project context you provide, in one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Transactions
Retrieves a member’s payment and transaction history.
Why this helps
Financial and project context can live in separate places, making it harder to prepare for a follow-up.
- Bring transaction history into a scheduled review.
- Keep supplied project context with the report.
- Give your team one place to prepare before follow-up.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Brilliant Directories to Notis once.
- 2Create a scheduled Notis automation for the member review.
- 3Tell Notis to retrieve transaction history for the Brilliant Directories member ID you provide and summarize it alongside the Acculynx project context supplied for the run.
- 4Choose the schedule and where run reports should go.
- 5Test with one real member ID and project handoff.
Questions about this workflow
What is required to retrieve transaction history?
Provide a Brilliant Directories user ID or client ID supported by the action.
Does this update payment records?
No. The action retrieves transaction history for review; it does not change transactions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Brilliant directories. A trigger fires from one place; an action lands in another.
Acculynx triggers
Brilliant directories actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create User
Creates a new user account on a directory website.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Album Photo
Adds a photo entry to a user’s portfolio album.
Delete User
Deletes a user record and can also remove the member’s uploaded images.
Create Data Category
Creates a data category for a content type on the website.
Create Data Post
Creates a single-image post in the website database.
Get Lead Fields
Retrieves the available fields for leads.
Create Lead
Creates a lead from a visitor inquiry or contact request.
Get Reviews Fields
Retrieves metadata about the available review fields.
Connect any two apps with Notis in the middle.
Acculynx and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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