Find the directory member behind an Affinity contact
Check whether a relationship contact already has a directory record before creating or updating one.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User Data
Finds user data by a matching property value.
Why this helps
Teams waste time and risk duplicates when they cannot quickly tell whether a contact is already a member.
- Look up user data using a known property and value.
- Support a contact-to-member match before a later action.
- Surface empty or ambiguous results for review.
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 lookup.
- 3Tell Notis which known Affinity contact property to check against Brilliant Directories user data and how to report uncertain matches.
- 4Pick the webhook trigger, choose a run report channel, and test with one real contact.
Questions about this workflow
Does this search all members by fuzzy name?
The action searches by a property and value pair. Provide a suitable known property from the Affinity contact.
Does it change the member record?
No. It retrieves user data for matching and review.
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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