Check the directory before creating a member
Catch an existing account before a new prospect becomes a duplicate record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Users
Searches directory members using available criteria.
Why this helps
A repeated prospect can create duplicate accounts when onboarding starts without checking the current directory first.
- Search for possible existing accounts before onboarding
- Reduce duplicate member records
- Make prospect handling more deliberate
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brilliant Directories once in the Notis portal.
- 2Create an automation that searches for an existing member using the prospect details.
- 3Choose a Notis webhook trigger for the Agenty prospect request.
- 4Choose where run reports should be delivered.
- 5Test with one known existing member and one new prospect.
Questions about this workflow
Does this workflow create a member if none is found?
No. It searches and reports matches so you can decide whether to proceed with onboarding.
What details help find a duplicate?
Include reliable prospect identifiers in the request, such as an email address or other searchable information supported by the member search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Brilliant directories. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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