Onboard ready-to-join Affinity contacts on a schedule
Let a scheduled Notis check catch approved community members before the onboarding handoff gets forgotten.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create User
Creates a new user account on a directory website.
Why this helps
Approved contacts can sit in a pipeline while directory onboarding waits for someone to remember the next step.
- Review eligible Affinity contacts on a recurring schedule.
- Create member records for contacts who meet your stated criteria.
- Report ambiguous or incomplete records for attention.
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 onboarding task.
- 3Tell Notis which Affinity status or signal means a contact is ready, and to create a Brilliant Directories user only when required details are present.
- 4Pick a recurring schedule, choose a run report channel, and test with one real contact.
Questions about this workflow
How does Notis know who is ready?
Specify the relevant Affinity status or signal in the prompt. Notis cannot infer a readiness rule that you have not provided.
Will it create duplicates?
Ask Notis to check Brilliant Directories for an existing member before creating a user.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brilliant directories.