Look up directory profiles for your Agile CRM contacts
See which directory profiles correspond to a supplied list of CRM contacts without switching between records one at a time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Data
Finds user data by a matching property value.
Why this helps
Checking contact profiles individually makes routine CRM and directory reconciliation easy to postpone.
- Review contact lookups together
- Spot contacts without a returned directory record
- Reduce repetitive profile searches
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brilliant Directories once in the Notis portal.
- 2Create a scheduled automation for contact profile checks.
- 3Tell Notis to look up Brilliant Directories user data for the Agile CRM contact details you provide and summarize the results without guessing absent records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a small real set of contacts and verify the returned profiles.
Questions about this workflow
Does this update Brilliant Directories profiles?
No. It uses the Get User Data action to look up records and report results.
What should I provide for the lookup?
Provide the relevant contact property and value for each contact. Notis should report when a supplied value does not return a profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Brilliant directories. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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