Welcome New Agency Partners into Your Directory
Turn partner onboarding into a short scheduled process instead of a repeated manual handoff.
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
Partner details can sit in the sales system while someone remembers to create a directory account.
- Make partner onboarding repeatable
- Create accounts from eligible partner records
- Reduce handoff delays
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for partner onboarding.
- 3Tell Notis which available AgencyZoom partner records qualify and to create their directory users.
- 4Choose a recurring schedule and report destination.
- 5Test with one real partner example.
Questions about this workflow
Can this distinguish partners from other clients?
Yes, if the distinction is present in AgencyZoom data and your instruction names the qualifying criteria.
What should happen if a user already exists?
Ask Notis to check available identifiers first and report likely duplicates for review.
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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