Keep Client Membership Details Aligned
Reflect relevant AgencyZoom changes in the directory profile without restarting the onboarding process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update User
Updates an existing user’s profile, account, or membership details.
Why this helps
Membership details can drift when a client update reaches only the sales system.
- Keep member profiles current
- Update an existing user instead of creating a duplicate
- Reduce routine record maintenance
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for membership detail updates.
- 3Tell Notis how to identify the existing user and update supported fields included in the incoming details.
- 4Choose the webhook trigger and report destination.
- 5Test with one real membership change.
Questions about this workflow
Can this change a member's subscription plan?
Only if the update action supports the relevant field and the incoming data provides a clear intended value.
What if the user cannot be matched?
Ask Notis to report the unmatched request instead of creating or changing an uncertain account.
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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