Keep Policy Status Details Current for Members
Pass relevant policy status changes from AgencyZoom into the member profile your directory team uses.
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
A status change can be missed when it has to be copied into another system by hand.
- Reflect relevant policy updates in member records
- Reduce manual profile maintenance
- Use a webhook to respond to incoming changes
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for policy status profile updates.
- 3Tell Notis how to identify the member and update only the profile details provided by AgencyZoom.
- 4Choose the webhook trigger and report destination.
- 5Test with one real policy status update.
Questions about this workflow
Will this update policy fields that do not exist in the directory?
The action can update supported user fields. Confirm the relevant field is available before relying on it.
What starts the workflow?
An HTTP request to the Notis webhook starts it; no AgencyZoom trigger event is listed for this pair.
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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