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Notis

Update portfolio groups with verified property details

Keep existing portfolio groups aligned with confirmed property information. Notis can update a matched group and make discrepancies visible in the run report.

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

Property details spread across files can leave portfolio listings outdated or inconsistent.

  • Reduce repetitive listing updates
  • Carry confirmed property details into the directory
  • Spot conflicts before relying on changed information

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 property details to an existing portfolio group, update confirmed supported fields, and flag conflicts.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real listing and review all changed details.

Questions about this workflow

Can it create a portfolio group when no match exists?

This uses the update portfolio group action. Treat unmatched records as review items rather than assuming a create action.

What if documents disagree on a property detail?

Have Notis report the conflict and wait for confirmation before applying that detail.

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.

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.

Affinda and Brilliant directories, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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