Keep member profiles current after document changes
When updated details are ready, pass them to Notis and refresh the matching member profile in Brilliant Directories.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update User
Updates an existing user’s profile, account, or membership details.
Why this helps
Approved changes can sit in documents while the directory profile remains out of date.
- Apply approved profile changes from one handoff.
- Reduce discrepancies between documents and member profiles.
- Avoid searching for profile updates later.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Brilliant Directories to Notis once.
- 2Create an automation and describe which existing member to update using the supplied details.
- 3Choose the Notis webhook trigger and have ActiveMerge send a request when approved changes are ready.
- 4Choose where run reports should go.
- 5Test with one real profile update.
Questions about this workflow
Can this workflow create a missing member?
This workflow updates an existing user. Use a separate create-user workflow when the member record does not exist.
How does Notis know which profile to update?
Include a reliable member identifier and the approved changes in the webhook request or provide them to Notis.
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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