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Notis

Keep Directory Profiles Aligned with Agility CMS

Set a steady review rhythm for member details maintained through your content workflow.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Update User

Updates an existing user’s profile, account, or membership details.

Why this helps

Profile updates can linger when the source of truth and the directory live in separate work queues.

  • Review profile details on a predictable cadence.
  • Reduce repeated manual checks across CMS and directory records.
  • Send uncertain matches or missing source details for human review.

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, specify which Agility content and member identifiers to use, which profile details may be updated, and that uncertain matches should be reported for review.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one known member and verify the updated profile.

Questions about this workflow

Can it infer which member matches a CMS record?

Supply a reliable matching identifier in the source data or instruction. Have Notis report ambiguous matches instead of choosing one.

Will every profile field be overwritten?

Limit the instruction to the specific profile details that should be updated and the matching source values.

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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