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Turn new HubSpot contacts into directory members

A new contact can become a directory member without another follow-up task on your list.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

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.

Why this helps

Copying contact details into a membership site adds busywork and can delay onboarding.

  • Start member onboarding as soon as a HubSpot contact is created.
  • Reduce repeated data entry across your CRM and directory.
  • Use a single plain-language instruction to define the member details.

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 create a Brilliant Directories user for each new HubSpot contact using the available contact details and your membership rules.
  • 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 create a directory user for every new HubSpot contact?

The Contact Created event starts the automation. Your instruction should state which contacts qualify and what to do when required account details are unavailable.

Can Notis invent a password or subscription?

Provide the password and subscription rules in your instruction. If required values cannot be supplied safely, ask Notis to flag the record for review.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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