Prepare new contacts for directory onboarding
Before creating a member, understand exactly what your directory can store from the new contact.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
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.
Why this helps
New contacts often contain useful context, but teams do not know which directory fields can capture it.
- Makes profile planning faster
- Reduces missing context
- Supports consistent member records
Setup
Build it in a few focused steps.
- 1Connect Outlook and Brilliant Directories once in Notis.
- 2Create an automation that retrieves Brilliant Directories user fields for each new Outlook contact and summarizes which details are present or missing.
- 3Pick New Contact Added as the trigger.
- 4Choose a report channel and test with one real contact.
Questions about this workflow
Does it create the user?
No. This workflow prepares an enrichment report so you can decide when to create the user.
Can it highlight missing profile details?
Yes. Instruct Notis to list missing information that would improve the directory profile.
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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