Review directory transaction history alongside an Affinity deal
Bring available membership payment context into a relationship review without switching into a separate report hunt.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User Transactions
Retrieves a member’s payment and transaction history.
Why this helps
A deal review can miss relevant membership context when transaction history lives in another system.
- Retrieve transaction history by an available user or client identifier.
- Summarize available transaction details for the review.
- Flag a missing identifier instead of guessing the member.
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 transaction review.
- 3Tell Notis to identify the relevant member from the webhook and Affinity context, retrieve their transactions, and summarize the available history.
- 4Pick the webhook trigger, choose a run report channel, and test with one real member-related review.
Questions about this workflow
Does this change payment or membership data?
No. The selected action retrieves transaction history.
What if the member cannot be identified?
Ask Notis to report that the identifier is missing or ambiguous and stop the lookup.
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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