Welcome Referred Clients into Your Directory
Turn a referral handoff into a directory account with one clear instruction to Notis.
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
Referred clients can wait for account setup while details move between people and systems.
- Reduce manual setup after a referral
- Give eligible referred clients a directory account
- Keep onboarding connected to the handoff
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brilliant Directories once in the Notis portal.
- 2Create an automation for referred client onboarding.
- 3Tell Notis which incoming referral details qualify and to create a directory user from available information.
- 4Choose the webhook trigger and report destination.
- 5Test with one real referral example.
Questions about this workflow
Can Notis tell which clients are referrals?
The request or AgencyZoom data must include a referral indicator or other clear qualifying detail.
Can the workflow invite the user by email?
The listed action creates a user record. Email delivery is not specified by this action.
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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