Give member contact details a regular check
Have Notis periodically review the available contact information and update clear matches, while surfacing mismatches for your review.
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
Outdated email or contact details create avoidable follow-up work and make it harder to reach directory members.
- Catch changed contact details during a recurring review.
- Reduce manual comparison across connected services.
- Keep uncertain matches out of automatic updates.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Brilliant Directories once in the Notis portal.
- 2Create an automation and describe how to compare available contact details and update only reliably matched members.
- 3Choose a recurring Notis schedule and select where run reports should go.
- 4Run one real example and review the changed record and report.
Questions about this workflow
Will this use contact history or a baseline that the apps do not expose?
No. Notis can compare only data available through the connected apps. If a historical baseline is needed and unavailable, provide it in your instruction or omit that comparison.
What happens when the member match is unclear?
Instruct Notis to report the case for review and avoid updating a record when it cannot confidently identify the member.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Brilliant directories. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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