Onboard A Whole Client Cohort Into Your Directory
Move a defined group of clients into your community in one review, with duplicate and incomplete records surfaced clearly.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create User
Creates a new user account on a directory website.
Why this helps
Batch onboarding can turn into a long list of manual account checks and repeated data entry.
- Handle a defined onboarding group in one pass.
- Reduce duplicate account creation by checking for existing users.
- Review incomplete or conflicting records before account creation.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Brilliant Directories once in the Notis portal.
- 2Create the automation in Notis, or tell Notis the outcome in plain language.
- 3Describe the Agiled cohort to review, ask Notis to check for an existing directory user, and create accounts only for clear eligible matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a small real cohort and verify the created users.
Questions about this workflow
How does Notis know which clients belong to the cohort?
Specify the cohort in the instruction or supply its records as input. The listed Agiled context does not define a particular cohort field or saved segment.
What does it do with existing users?
Ask Notis to check for a clear existing user match and report existing or uncertain matches instead of creating duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Brilliant directories. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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