Move member onboarding details into your directory
When an onboarding document workflow is ready, create the member record from the details it provides and keep the handoff moving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create User
Creates a new user account on a directory website.
Why this helps
Re-entering member details after preparing onboarding documents creates busywork and delays access.
- Create a member record from onboarding details in one handoff.
- Reduce repeat data entry after document preparation.
- Keep the onboarding process moving without a separate manual reminder.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Brilliant Directories to Notis once.
- 2Create an automation and describe how to create a member from the onboarding details provided.
- 3Choose the Notis webhook trigger and configure ActiveMerge to send the request when the packet is ready.
- 4Choose where run reports should go.
- 5Test with one real onboarding example.
Questions about this workflow
Does ActiveMerge provide a native Notis trigger for this workflow?
No. Start it with a Notis webhook request when the ActiveMerge workflow is ready.
What details can the automation use?
It can use member details included in the webhook request or otherwise supplied to Notis. Provide any required account details that are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Brilliant directories. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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