Review member transaction history regularly
Bring payment history into a regular member review without searching for it one account at a time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Transactions
Retrieves a member’s payment and transaction history.
Why this helps
Transaction context can be overlooked when membership reviews happen without a consistent record check.
- Make transaction history easier to include in member reviews
- Create a predictable review cadence
- Summarize records for identified members
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brilliant Directories once in the Notis portal.
- 2Create an automation to retrieve and summarize transactions for identified members.
- 3Choose a recurring Notis schedule as the trigger and ensure member IDs are available.
- 4Choose where run reports should be delivered.
- 5Test with one real member and verify the transaction history is relevant.
Questions about this workflow
Will the schedule find every member automatically?
The automation needs member identifiers or a defined source of members available to it. The schedule only starts the run.
Does it process payments?
No. It retrieves transaction history for review and does not initiate or change payments.
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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