Use directory categories to guide new contact triage
See the site's data categories when a new contact arrives and needs a thoughtful next step.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
Choosing a directory destination from memory creates inconsistent triage and extra context switching.
- Retrieve the site's data categories alongside a new contact event.
- Support a repeatable category review process.
- Keep category decisions informed by the current directory reference.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to fetch Brilliant Directories data categories when a new contact is created and summarize options for triage.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and review the run report.
Questions about this workflow
Does this assign a category to the contact?
No. The action fetches data categories. Use the run report to review options; this action does not assign them.
Are data categories the same as top categories?
The action description distinguishes data categories from top categories. This workflow retrieves data categories only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Brilliant directories. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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.
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.
Connect any two apps with Notis in the middle.
Hubspot and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brilliant directories.