Keep member company details current across your systems
Reduce profile maintenance by refreshing company details from the contact records your team already updates.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update User
Updates an existing user’s profile, account, or membership details.
Why this helps
Company names and related profile details drift when a change is entered in just one system.
- Refresh supported company information in member profiles.
- Use matching rules to avoid changing the wrong member.
- Get a concise report of changes and exceptions.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which company details to refresh, how to uniquely match members, and to update only supported Brilliant Directories user fields.
- 4Pick a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one real company profile change.
Questions about this workflow
Can this sync company data that ActiveCampaign does not expose?
No. Notis can use only details available through the connected ActiveCampaign account.
What if multiple members share a company email domain?
Use a unique member identifier and tell Notis to skip ambiguous matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Brilliant directories. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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