Create directory accounts for your ActiveCampaign onboarding cohort
Give new community members a smoother handoff from marketing onboarding to directory access.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create User
Creates a new user account on a directory website.
Why this helps
A batch of approved contacts can require a tedious round of account creation before onboarding can continue.
- Process an agreed contact cohort on a repeatable schedule.
- Skip contacts without the details needed for an account.
- See created and skipped records in the run report.
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 ActiveCampaign cohort qualifies and to create a Brilliant Directories user for each eligible contact, avoiding duplicate accounts when it can verify a match.
- 4Pick a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one real cohort contact.
Questions about this workflow
How does Notis know which contacts belong to the cohort?
Name the existing ActiveCampaign tag, segment, or other queryable criterion in the instruction. The source event list does not define a special cohort trigger.
Can it create accounts without passwords or required account details?
Tell Notis to skip incomplete contacts and report what information is missing.
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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