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Notis

Check member creation requirements before onboarding an Affinity contact

Know what the directory expects before a new member handoff gets underway.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get User Fields

Why this helps

Onboarding can pause when required user details are not known until the record is being created.

  • Retrieve the available user fields and their required indicators.
  • Compare the handoff with the actual member record requirements.
  • Report missing information before attempting creation.

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 member readiness check.
  • 3Tell Notis to retrieve user fields and compare required details with the webhook and Affinity contact context.
  • 4Pick the webhook trigger, choose a run report channel, and test with one real onboarding handoff.

Questions about this workflow

Does this create a Brilliant Directories user?

No. This workflow retrieves user fields and reports readiness only.

Can it tell me which fields are required?

Yes. The action returns field metadata, including whether a field is required.

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.

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.

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

When this happens · Trigger

Do this · Action

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