Check Brilliant Directories for an existing prospect record
Avoid creating a duplicate member when a prospect is already in your directory. Send a reviewed Aeroleads contact to Notis for a member search and a clear next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Users
Searches directory members using available criteria.
Why this helps
A prospect can already be a member under a familiar email or name, and duplicate accounts create cleanup work.
- Check for an existing member before onboarding.
- Get a concise match result to review.
- Reduce duplicate member records caused by rushed entry.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to search Brilliant Directories for a reviewed Aeroleads prospect and report likely matches before any account is created.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect whose membership status you know.
Questions about this workflow
Will the search prove that two records are the same person?
A search result is a candidate match. Review the returned information before deciding whether to onboard or update a record.
Does this automation create a member?
No. It searches for possible existing members and reports the result for your decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Brilliant directories. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brilliant directories.