Create directory accounts from WhatsApp join requests
When a prospective member asks to join in WhatsApp, Notis can create their directory account and report any details that still need your attention.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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
Member requests get buried in chat, leaving founders to copy details into the directory and remember who still needs follow-up.
- Reduce manual copying from WhatsApp into your directory.
- Capture explicit join requests while the conversation is fresh.
- See missing signup details in the run report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Brilliant Directories once in the Notis portal.
- 2Create an automation in Automations > New Automation, then give it a name and describe creating a user only when a sender clearly asks to join; use only details they supplied and report missing required information.
- 3Pick the New Message Received trigger and choose where run reports should go.
- 4Test with one real WhatsApp join request and check the created user and report.
Questions about this workflow
Will this create an account from every incoming message?
Tell Notis to create a user only when the message clearly requests membership. General questions should not create accounts.
What if the message does not include all required details?
The run report can identify missing information for you to collect. The available action supports essential details such as email and password, so do not assume Notis can create an account without required inputs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Brilliant directories. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Connect any two apps with Notis in the middle.
Whatsapp and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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