Prepare a scheduled review of directory members and prospects
Gather the directory profile details you need for a prospect follow-up review. Notis retrieves specified user records and summarizes the information available for your next decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User by ID
Retrieves the profile, contact, subscription, and membership details for one user.
Why this helps
Preparing follow-up can require reopening multiple member records just to recover basic context.
- Collect specified member details in a scheduled report.
- Reduce time spent reopening records for context.
- Keep follow-up decisions based on returned profile information.
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 which supplied member identifiers to retrieve and to summarize only returned details relevant to prospect follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one known member and confirm the report contains the details you need.
Questions about this workflow
Can Notis find every member automatically?
This action retrieves a user by user ID. Supply the identifiers or context your workflow can reliably provide.
Will the report recommend outreach?
You can ask Notis to summarize available context for your review, but it should not infer missing history or member intent.
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.