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Review directory member profiles alongside Aeroleads research

Bring prospect research and an existing directory profile into one review. Notis can retrieve user data using a property and value you provide, then summarize differences for you.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get User Data

Finds user data by a matching property value.

Why this helps

Updating a profile from separate prospect research can mean switching between records and overlooking conflicting details.

  • Gather prospect context and directory profile information in one report.
  • Spot apparent differences before making a profile change.
  • Keep profile updates under your review.

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 a Brilliant Directories user record using a supplied property and value, compare it with Aeroleads details, and report differences without changing the profile.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with a known member and verify the returned profile and comparison.

Questions about this workflow

Can this retrieve a member using any search method?

The action retrieves user data by a property and value pair. Supply a valid property and value supported by your Brilliant Directories setup.

Does the automation update the member profile?

No. It reports differences for you to review; it does not update the profile.

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.

TriggerScheduled

Create User

Creates a new user account on a directory website.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Album Photo

Adds a photo entry to a user’s portfolio album.

ActionInstant

Delete User

Deletes a user record and can also remove the member’s uploaded images.

ActionInstant

Create Data Category

Creates a data category for a content type on the website.

ActionInstant

Create Data Post

Creates a single-image post in the website database.

ActionInstant

Get Lead Fields

Retrieves the available fields for leads.

ActionInstant

Create Lead

Creates a lead from a visitor inquiry or contact request.

ActionInstant

Get Reviews Fields

Retrieves metadata about the available review fields.

ActionInstant

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

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No card. Works with personal or business Brilliant directories.