Review directory user fields alongside WhatsApp intake
Give your team a current view of the available user fields when an intake review starts, so they can spot which signup details to request in chat.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Signup questions drift over time, and teams may ask for details without checking which fields the directory currently supports or requires.
- Retrieve the user fields and metadata exposed by Brilliant Directories.
- Review required-field status before requesting signup details in WhatsApp.
- Keep intake checks available through a Notis webhook.
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories once in the Notis portal; connect WhatsApp if your intake review process uses it.
- 2Create an automation in Automations > New Automation and describe retrieving the current user fields for review, using the results to guide intake questions and reporting them for the team.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Call the webhook from your intake process and test with one real example, then inspect the returned fields.
Questions about this workflow
Does this workflow create a user?
No. It retrieves available user fields and metadata, including whether a field is required or a system field. User creation is a separate action.
Does this action send a WhatsApp message?
No. The action only fetches Brilliant Directories user fields. Use the run report to review requirements and decide what to ask in your WhatsApp intake.
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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