Keep member onboarding status current in Airtable
Let a clear incoming milestone update the existing onboarding record, giving your team a more current view of who needs the next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update record
Modifies specified fields of an existing record in an airtable base and table; the base, table, and record must exist.
Why this helps
Onboarding status falls behind when milestones arrive in community tools but the tracking record is left untouched.
- Reflect a clear milestone in the existing Airtable onboarding record.
- Make next-step reviews easier for the team.
- Avoid manually repeating simple status updates.
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, define which incoming details count as a milestone, how to identify the member record, and what status to update.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real milestone and confirm the correct member status changed.
Questions about this workflow
Will the workflow infer onboarding stages?
Define the milestones and statuses in the instruction. Notis should rely only on details available in the request and Airtable.
What happens if a member cannot be matched?
The instruction should direct Notis to report an uncertain match rather than update a record it cannot identify reliably.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Airtable. A trigger fires from one place; an action lands in another.
Brilliant directories triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Brilliant directories and Airtable, 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 Airtable.