Keep deal routing grounded in current directory categories
Give your regular Affinity deal review an up-to-date view of the directory's available categories.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Data Categories
Why this helps
Category names and available destinations can change, leaving deal reviews to rely on stale assumptions.
- Retrieve current data categories on a recurring basis.
- Support deal review with the actual directory structure.
- Report the retrieved categories for use in routing decisions.
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 category refresh.
- 3Tell Notis to retrieve Brilliant Directories data categories and summarize which ones fit the Affinity deals under review.
- 4Pick a recurring schedule, choose a run report channel, and test with one real review.
Questions about this workflow
Does this modify the directory's categories?
No. It retrieves the existing categories so your routing decision can use current information.
Can it recommend a category for each deal?
Yes, if the deal details are available and you ask Notis to explain the fit based on the retrieved categories.
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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