Review available transaction context for a directory member
When an authorized review needs billing context, retrieve the specified member or client transaction history and summarize the returned records for your decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User Transactions
Retrieves a member’s payment and transaction history.
Why this helps
Membership and prospect context can be incomplete when relevant transaction history is in a separate view.
- Retrieve transaction history using a supplied member or client identifier.
- Bring returned payment context into a review.
- Keep conversion decisions based on available records.
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 transaction history for a specified user ID or client ID and summarize only the returned details relevant to the review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with an authorized known record and verify the report against its transaction history.
Questions about this workflow
What identifier does the transaction lookup need?
Provide either a user ID or a client ID supported by the action.
Does this charge or change a membership?
No. It retrieves transaction history and does not create a charge or modify a membership.
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
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