Classify new contacts with your directory categories
Give each new contact a useful category before onboarding work begins.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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
Contacts accumulate without consistent classification, making later outreach and member organization harder.
- Improves organization
- Speeds routing decisions
- Creates consistent categorization
Setup
Build it in a few focused steps.
- 1Connect Outlook and Brilliant Directories once in Notis.
- 2Create an automation that retrieves Brilliant Directories data categories for each new Outlook contact and reports the best category based on the contact context.
- 3Pick New Contact Added as the trigger.
- 4Choose a report channel and test with one real contact.
Questions about this workflow
Does this write the category back to Brilliant Directories?
No. The available action retrieves categories and reports a recommendation for review.
What if no category fits?
Ask Notis to report that no confident category was found and include the reason.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Brilliant directories. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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