Refresh Community Portfolio Groups on a Schedule
Keep member portfolios current when their approved content changes in Agility CMS.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Portfolio Group
Updates a multi-image post, including its content and images.
Why this helps
Portfolio changes can be easy to miss when the directory and content records are maintained separately.
- Apply approved portfolio changes at a predictable interval.
- Reduce repetitive checking between systems.
- Flag missing identifiers or unclear updates for 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, identify the Agility CMS update, the existing portfolio group, the permitted changes, and the rule for ambiguous matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one known portfolio group and inspect the result.
Questions about this workflow
Can this create a portfolio group if none exists?
This workflow updates an existing group. Creating a new portfolio group is a separate action and requires the necessary details.
How does it handle images?
Specify the image changes and paths available in the source data. Notis cannot supply missing files or paths.
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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