Check member field requirements before onboarding prospects
See which user fields Brilliant Directories exposes before turning prospect research into member accounts. Notis can summarize field labels, types, and requirements for your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Fields
Why this helps
Member onboarding can slow down when the team has to guess which details the directory account needs.
- Review user fields before onboarding prospects.
- Identify required details to confirm with a prospect.
- Base intake instructions on available field metadata.
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 retrieve Brilliant Directories user fields and summarize required fields and relevant metadata for prospect onboarding.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test one run and verify that the summary accurately reflects the returned field information.
Questions about this workflow
Does this workflow create a user?
No. It retrieves the available user field metadata and prepares a requirements summary.
Does the field list guarantee Aeroleads has the needed data?
No. Compare returned requirements with available Aeroleads prospect details and collect any missing information.
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.