Start directory onboarding when a deal moves forward
Let a meaningful deal milestone prompt the next onboarding step, without relying on memory.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
A deal can be marked ready in the CRM while the matching directory setup waits in someone's task list.
- Tie directory account creation to a real sales milestone.
- Reduce the gap between deal progress and member setup.
- Keep the rule in a plain-language instruction.
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 which deal stage change means a user should be created and which available deal or contact details to use.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and review the run report.
Questions about this workflow
Can I choose the deal stage that starts onboarding?
Yes. State the qualifying stage and any eligibility conditions in your instruction. The trigger is the HubSpot Deal Stage Updated event.
What if a deal does not include enough user details?
Tell Notis to flag incomplete cases for review instead of creating a user with missing required information.
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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