Create directory members from qualified Agile CRM prospects
Move a qualified prospect into your directory onboarding flow without re-entering their contact details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create User
Creates a new user account on a directory website.
Why this helps
Qualified prospects can stall between your sales pipeline and directory onboarding when someone has to copy their details by hand.
- Reduce repeated data entry
- Keep qualified prospects moving into onboarding
- Flag required account details that need a human decision
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brilliant Directories once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create a Brilliant Directories user when a webhook signals that an Agile CRM prospect is qualified, using available contact details and asking for missing required membership information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect, then send the webhook when a prospect qualifies.
Questions about this workflow
Does Agile CRM provide a trigger event for this workflow?
No. Start it with a Notis webhook request when your process marks a prospect as qualified.
Can Notis invent a password or subscription ID?
No. Supply required account and membership details in your instruction or provide them in the webhook request. Notis should flag anything missing.
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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