Convert Campaign Signups into Directory Members
Move a complete signup from campaign interest to a directory account without another manual entry step.
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
A signup can stall between campaign response and account creation when someone has to re-enter the details.
- Shorten the handoff from signup to member record.
- Keep campaign context attached to the request.
- Catch incomplete signup data before account creation.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Brilliant Directories once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3In one instruction, ask Notis to create a user for complete campaign signup webhook requests and report missing required user details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real signup handoff and inspect the created user.
Questions about this workflow
Can this create a member from a campaign click alone?
Only if the webhook request includes the required signup details; a click by itself is not enough to create a useful account.
What should happen if a matching member may already exist?
Define the matching check and have Notis report possible duplicates for review before creating another user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Brilliant directories. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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