Bring New Agiled Clients Into Your Directory
Give new clients a clear path into your community by turning eligible Agiled CRM records into directory accounts.
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
Client details live in the CRM, while community access is handled elsewhere, making onboarding easy to forget.
- Reduce duplicate data entry during client onboarding.
- Make community access part of a repeatable client workflow.
- Review uncertain or incomplete records before creating accounts.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to find newly added Agiled clients who should join the directory and create a user for each eligible person.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client record and review the created account.
Questions about this workflow
Will every Agiled contact become a directory member?
No. The instruction should describe which clients qualify. Have Notis flag ambiguous records for review instead of creating accounts automatically.
What if a client record is missing details?
Ask Notis to create only accounts with the information required by Brilliant Directories and report incomplete records for follow-up.
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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