Skip to content
Notis

Keep portfolio groups current with a scheduled review

Bring approved portfolio changes into the directory in one manageable routine.

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Portfolio groups become outdated when listing changes gather in a queue.

  • Work through listing updates in batches
  • Apply only ready changes
  • Report records needing clarification

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and Brilliant Directories once in the Notis portal.
  • 2Create an automation and give it a clear name.
  • 3In one instruction, explain which listing records are ready and how to identify their portfolio groups.
  • 4Pick a recurring Notis schedule and ask Notis to review ready AnyDB listing changes each run.
  • 5Choose a report channel, then test with one real listing.

Questions about this workflow

What if there is no matching portfolio group?

Tell Notis to report the record for review rather than creating or changing a different listing.

Can the schedule handle every AnyDB record?

Specify a ready status or other criteria so each run focuses on the records meant for processing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AnyDB to Brilliant directories. A trigger fires from one place; an action lands in another.

AnyDB 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.

AnyDB and Brilliant directories, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brilliant directories.