Give New Policyholders a Ready-to-Use Directory Account
When a policyholder is ready to join your community, create their directory account without re-entering their details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create User
Creates a new user account on a directory website.
Why this helps
New members can wait while staff copy customer details between systems.
- Reduce manual copying during onboarding
- Create member accounts from an incoming AgencyZoom event
- Keep new policyholders moving into your community
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation and name it for policyholder onboarding.
- 3Tell Notis to create a directory user from the incoming AgencyZoom details, using only available fields.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real policyholder example.
Questions about this workflow
Does AgencyZoom provide a listed trigger for this workflow?
No AgencyZoom trigger events are listed here. A Notis webhook starts the automation when an HTTP request arrives.
What details can the automation use?
It can use details included in the request or available from AgencyZoom, and should avoid assuming missing fields.
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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