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Create members from OneDrive onboarding files

Drop a completed onboarding file into OneDrive and let Notis create the member record for you.

Trigger

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

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

Manual retyping from onboarding documents causes delays and missed member details.

  • Removes repetitive data entry
  • Speeds up new member activation
  • Keeps onboarding consistent

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Brilliant Directories once in Notis.
  • 2Create an automation named for member onboarding.
  • 3Tell Notis to read each new onboarding file and create the corresponding user.
  • 4Pick the OneDrive File Created trigger and a report channel.
  • 5Test with one real onboarding file.

Questions about this workflow

What should the onboarding file contain?

Include the member details needed to create a Brilliant Directories user, such as email and password, plus any available profile information.

Can Notis avoid duplicate users?

Ask Notis to check for an existing matching user before creating a record; any unavailable lookup must be supplied or confirmed by you.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link One drive to Brilliant directories. A trigger fires from one place; an action lands in another.

One drive 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

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

TriggerPolling

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

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

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

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

TriggerPolling

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

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

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

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Item Moved or Renamed

Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.

TriggerPolling

Connect any two apps with Notis in the middle.

One drive and Brilliant directories, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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