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Notis

Create a directory member from an Agenty lead

Move a qualified prospect into your directory without copying their details by hand.

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

Promising prospects can stall when creating their directory account means switching tools and retyping contact details.

  • Create a directory user from webhook data
  • Reduce manual entry during member onboarding
  • Keep prospect intake moving between tools

Setup

Build it in a few focused steps.

  • 1Connect Agenty and Brilliant Directories once in the Notis portal.
  • 2Create an automation in Notis and describe creating a directory user from a qualified Agenty prospect.
  • 3Choose a Notis webhook trigger for the incoming Agenty request.
  • 4Select where you want Notis run reports delivered.
  • 5Test the automation with one real prospect and confirm the user details are usable.

Questions about this workflow

Does this run when Agenty sends an event?

Yes. Configure Agenty to send an HTTP request to the Notis webhook when your prospect workflow reaches the chosen point.

What information can Notis use?

Notis can use details included in the webhook request. Any required Brilliant Directories values missing from that request need to be supplied before the user can be created.

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.

TriggerScheduled

Create User

Creates a new user account on a directory website.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Album Photo

Adds a photo entry to a user’s portfolio album.

ActionInstant

Delete User

Deletes a user record and can also remove the member’s uploaded images.

ActionInstant

Create Data Category

Creates a data category for a content type on the website.

ActionInstant

Create Data Post

Creates a single-image post in the website database.

ActionInstant

Get Lead Fields

Retrieves the available fields for leads.

ActionInstant

Create Lead

Creates a lead from a visitor inquiry or contact request.

ActionInstant

Get Reviews Fields

Retrieves metadata about the available review fields.

ActionInstant

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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