Bring Re-engaged Clients Back into the Directory
When client activity resumes, refresh the matching directory profile with the details your team already has.
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
Returning clients may still have outdated directory information from their earlier relationship.
- Refresh profiles for selected returning clients
- Use existing customer data for the update
- Reduce manual reactivation cleanup
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for returning client profile refresh.
- 3Tell Notis which available AgencyZoom records indicate renewed activity, how to match users, and which supported fields to update.
- 4Choose a recurring schedule and report destination.
- 5Test with one real returning client.
Questions about this workflow
Does AgencyZoom expose an activity trigger here?
No AgencyZoom trigger events are listed. This workflow reviews records on a Notis schedule.
Can Notis infer renewed activity without a signal?
No. The relevant activity detail must be returned by AgencyZoom or supplied in your instruction.
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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