Prepare renewal conversations with available transaction history
Bring recent payment context into renewal preparation for members tracked in Affinity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Transactions
Retrieves a member’s payment and transaction history.
Why this helps
Renewal conversations are harder to prepare when the relationship record and payment history are reviewed separately.
- Review transactions for identified members ahead of renewal conversations.
- Use the transaction history the directory actually returns.
- Report missing member identifiers for follow-up.
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 renewal review.
- 3Tell Notis what Affinity signal indicates an upcoming renewal conversation and to retrieve transactions for clearly matched members.
- 4Pick a recurring schedule, choose a run report channel, and test with one real renewal example.
Questions about this workflow
Can it decide who is due to renew?
Specify the Affinity signal or timing rule. Notis needs that criterion to select the relevant contacts.
Does transaction history confirm future renewal status?
No. The action retrieves transaction history; any renewal interpretation must be based on available data and your supplied criteria.
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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