Keep credential recipient contacts up to date
A scheduled review can turn available recipient records into contacts, reducing the need for manual list maintenance.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create contact
Why this helps
Recipient details can accumulate outside your CRM until someone remembers to reconcile the two systems.
- Review recipient records on a recurring schedule.
- Create contacts from available recipient details.
- Reduce manual reconciliation between credentialing and CRM records.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and ActiveCampaign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review recipient records available from Accredible and create ActiveCampaign contacts for recipients not already represented, using available details only.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real recipient record and review the resulting contact.
Questions about this workflow
Can the schedule detect duplicates?
Notis can use returned data to check whether a contact is already represented. The contact creation action itself requires an email address.
How often should it run?
Choose a cadence that matches how often recipient records change and how quickly you need contacts available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Active campaign. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Adds a note to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Browse Session to Cart
Marks a browsing session as having added an item to the cart, creating the session if needed.
Add Contact to Automation
Enrolls an existing contact in an automation.
Add Secondary Contact to Deal
Adds a secondary contact to a deal.
Create Account
Creates a business or organization account.
Add contact to list
Adds a contact to a list.
Add Custom Field
Creates a custom contact field.
Create contact task
Creates a task associated with a contact.
Connect any two apps with Notis in the middle.
Accredible certificates and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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