See what each onboarding packet still needs
New member files arrive in Box. Notis can retrieve the directory's user fields and report which expected details appear to be present or still need review.
Trigger
New File Added to Folder
Triggers when a new file is added to a folder in Box. This trigger monitors a specific Box folder and fires when new files are detected. Only files (not folders or web links) are monitored.
Action
Get User Fields
This tool fetches all available fields from the users data table in your brilliant directories website. it provides a detailed list of available fields for user operations including creation, updating, and retrieval.
Why this helps
Founders lose time opening documents, checking account requirements, and chasing missing member details by hand.
- Put user field requirements beside the new onboarding file review.
- Make missing or unclear details easier to spot.
- Give the reviewer a concise report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Box and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to retrieve the available Brilliant Directories user fields when a new onboarding file arrives, review the file for those details, and report what is present, missing, or unclear.
- 4Choose the Box New File Added to Folder trigger and select a channel for run reports.
- 5Test with one real onboarding file.
Questions about this workflow
Does this create or update a directory user?
No. This workflow retrieves user field information and reports on the onboarding file for a person to review.
What if a field is not mentioned in the file?
The report should mark it as missing or unclear, rather than infer a value.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Brilliant directories. A trigger fires from one place; an action lands in another.
Box triggers
Brilliant directories actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create User
This tool creates a new user record in the brilliant directories website database. it supports creating new users with essential details such as email, password, subscriptionid and optional parameters including name, company, contact details, and address information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete User
This tool deletes an existing user record from the brilliant directories website database. it allows for the complete removal of a user record and, optionally, the deletion of the member's uploaded images.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Get Data Categories
This tool fetches all data categories in a brilliant directories website. data categories are distinct from top categories and represent the various types of data organization within the system.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Get Lead Fields
This tool retrieves all available fields in the leads table from a brilliant directories website. it returns a json object containing a list of fields and their associated metadata (field name, field type, field label, whether the field is required, and if it is a system field) that can be used to understand the structure and metadata of lead-related fields.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Get Reviews Fields
This tool retrieves all the available fields in the users reviews table from a brilliant directories website. it is a standalone tool that requires only authentication and provides a comprehensive list of review information such as review text, rating, timestamp, user identification fields, and any custom configured fields in the reviews system.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Get User Fields
This tool fetches all available fields from the users data table in your brilliant directories website. it provides a detailed list of available fields for user operations including creation, updating, and retrieval.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Connect any two apps with Notis in the middle.
Box and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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