Check for existing directory members before onboarding prospects
Catch likely existing members before a new prospect becomes a duplicate account.
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
Without a quick directory check, onboarding a prospect can create a second profile for someone already listed.
- Review possible matches before onboarding
- Avoid unnecessary duplicate user creation
- Keep decisions visible in a recurring report
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brilliant Directories once in the Notis portal.
- 2Create a scheduled automation for prospect duplicate review.
- 3Tell Notis to compare the Agile CRM prospect details you provide with Brilliant Directories search results and report possible matches for human review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect list and review the search results.
Questions about this workflow
Does this automatically merge or delete duplicate accounts?
No. It searches for possible matches and reports them for review. No merge or delete action is included.
Where does the prospect list come from?
Provide the current list or relevant prospect details to Notis as part of the workflow's available input. This package does not assume an Agile CRM trigger or export capability.
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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