Find existing directory members among Affinity contacts
See which contacts already have a directory record before the team starts another onboarding cycle.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Data
Finds user data by a matching property value.
Why this helps
Without a reliable lookup, a contact can be invited or entered twice across the relationship and directory systems.
- Check a selected contact set using a known property.
- Report found records for onboarding review.
- Avoid assuming a match where lookup results are unclear.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the duplicate check.
- 3Tell Notis which Affinity contacts and known property to check, then report existing Brilliant Directories user data without changing records.
- 4Pick a recurring schedule, choose a run report channel, and test with one real contact.
Questions about this workflow
Can it identify duplicate records inside Brilliant Directories?
It can report matches for the supplied property and value. A broader duplicate audit would require additional search capability.
Will it remove duplicates?
No. This workflow is a lookup and report only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Brilliant directories. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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