Update portfolio listings from parsed documents
Keep a portfolio listing aligned with its latest supplied details. Notis can update a matching group from webhook data and flag changes that require confirmation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Portfolio Group
Updates a multi-image post, including its content and images.
Why this helps
Portfolio listing details spread across documents can become stale when updates require manual copying.
- Reduce manual listing edits
- Carry confirmed changes into portfolio groups
- Flag uncertain listing matches
Setup
Build it in a few focused steps.
- 1Connect Affinda and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis to match webhook details to an existing portfolio group, update confirmed supported information, and report uncertain matches.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real listing update and review the group.
Questions about this workflow
Does this create a new listing?
This workflow uses the update portfolio group action, so it is intended for an existing group. Unmatched cases should be reported for review.
What should happen with conflicting document details?
Tell Notis to summarize the conflict and wait for confirmation before applying the change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Brilliant directories. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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