Turn new Salesforce contacts into community members
Give new contacts a clear path into your Brilliant Directories community without repeating their details by hand.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
New contacts can sit outside the community while someone manually copies their details and starts onboarding.
- Start onboarding from a new Contact event.
- Ask Notis to use available contact details and flag missing required information.
- Keep a run report for visibility into each provisioning attempt.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis to create a Brilliant Directories user for each eligible new Contact and report missing required details.
- 4Pick the Salesforce New Contact trigger and choose where run reports should go.
- 5Test with one real Contact and review the result.
Questions about this workflow
Does every new Contact become a Brilliant Directories user?
Tell Notis which Contacts qualify in your instruction. The trigger is for new Contacts, and Notis can use details returned by Salesforce to evaluate your instruction.
What if a required Brilliant Directories detail is missing?
Ask Notis to report the missing detail for follow-up. Required user fields depend on your Brilliant Directories site configuration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Brilliant directories. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brilliant directories.