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Know Which Member Details the Signup Flow Needs

Make the signup handoff clearer by checking the directory's available user fields before a form goes live.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get User Fields

Why this helps

A signup form can miss details the directory requires, creating extra back-and-forth after submission.

  • Expose required user details for a signup handoff.
  • Reduce incomplete member creation requests.
  • Help the content and community teams align before launch.

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 retrieve Brilliant Directories user fields for a signup-flow webhook and summarize required fields for the named form owner.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real signup-flow review request and verify the summary.

Questions about this workflow

Does this create a member account?

No. It retrieves user-field metadata so the team can prepare the signup flow.

Will it know which fields the form already asks for?

Only if that form information is included in the webhook request or instruction.

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.

TriggerScheduled

Create User

Creates a new user account on a directory website.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Album Photo

Adds a photo entry to a user’s portfolio album.

ActionInstant

Delete User

Deletes a user record and can also remove the member’s uploaded images.

ActionInstant

Create Data Category

Creates a data category for a content type on the website.

ActionInstant

Create Data Post

Creates a single-image post in the website database.

ActionInstant

Get Lead Fields

Retrieves the available fields for leads.

ActionInstant

Create Lead

Creates a lead from a visitor inquiry or contact request.

ActionInstant

Get Reviews Fields

Retrieves metadata about the available review fields.

ActionInstant

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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