Keep Member Contact Information Current
Let a scheduled check bring available client contact changes into the directory profiles your team relies on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update User
Updates an existing user’s profile, account, or membership details.
Why this helps
Member profiles become less useful when contact information is updated in only one place.
- Refresh contact details in batches
- Reduce repetitive profile edits
- Use only available current information
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for member contact refresh.
- 3Tell Notis how to match AgencyZoom records to users and which supported contact fields to update.
- 4Choose a recurring schedule and report destination.
- 5Test with one real matched member.
Questions about this workflow
Can this update every member profile?
Limit it to records that can be reliably matched and have current details available.
What happens when a field is blank?
Instruct Notis not to replace existing information with missing or empty values.
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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