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Find account requirements without leaving Slack

When account setup feels unclear, ask in a DM and get the current user field list summarized before you start collecting details.

Trigger

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

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

Uncertainty about required account details creates extra searching and interrupts onboarding.

  • Get the current account field reference in the conversation where the question came up.
  • See which fields are required before requesting details from a member.
  • Reduce guesswork during account setup.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Brilliant Directories to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis for a Slack DM workflow that looks up account fields.
  • 3Describe in one plain-language prompt how to recognize a request for user fields and how to summarize the result.
  • 4Choose the Slack direct message trigger and a channel for run reports.
  • 5Test by sending Notis a DM asking which user details the directory supports.

Questions about this workflow

Does this create or change accounts?

No. This workflow retrieves the available user field reference and summarizes it.

Can it distinguish required fields?

The fields tool includes required-field metadata, which Notis can include in its summary.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack 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

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

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

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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