Match recurring opportunities to directory members
Give new opportunity research a regular path to the people already in your directory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Users
Searches directory members using available criteria.
Why this helps
Potential member matches can be missed when opportunity research and directory searches happen in separate workflows.
- Search for members against new opportunity context
- Create a repeatable discovery routine
- Make useful existing relationships easier to find
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brilliant Directories once in the Notis portal.
- 2Create an automation that searches members relevant to available opportunity findings.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports should go.
- 5Test against one real opportunity and inspect the matches.
Questions about this workflow
Where do the opportunity findings come from?
They must be available to Notis from Agenty or supplied as input. The schedule itself does not run a scrape.
Will it contact the members it finds?
No. This action searches and returns member results; it does not send messages.
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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