Bring Approved Commercial Clients into Your Directory
Make directory access part of your commercial client onboarding routine with a scheduled review.
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
Staff can lose time checking eligibility and creating accounts one client at a time.
- Create accounts from eligible client records
- Reduce repetitive onboarding steps
- Run onboarding reviews on a schedule
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for approved commercial client onboarding.
- 3Tell Notis which available AgencyZoom client records qualify and to create a directory user for each.
- 4Choose a recurring schedule and report destination.
- 5Test with one real client example.
Questions about this workflow
Can Notis decide approval from an AgencyZoom status?
Only if the relevant status is available in the returned data and your instruction clearly identifies the qualifying value.
What if the client already has an account?
Include a duplicate-check instruction based on available identifiers before asking Notis to create a user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Brilliant directories. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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