Find relevant directory members from research
Turn a research question into a focused search across your existing member directory.
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
Finding the right existing member can take repeated searches and context switching when a new opportunity appears.
- Search existing members using new research context
- Surface potentially relevant directory contacts
- Reduce repeated manual searches
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brilliant Directories once in the Notis portal.
- 2Create an automation describing how to search for members relevant to the supplied research.
- 3Choose a Notis webhook trigger and send the research context.
- 4Choose where run reports should be delivered.
- 5Test with one real research question and review the returned members.
Questions about this workflow
Does this add or change member records?
No. This workflow searches for members and reports matching results.
Can the search use details from Agenty?
Yes, if the relevant research context is included in the webhook request and can be used as search criteria.
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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