See which contact fields can support credential follow-up
Check the available person attributes before asking your team to research or report on a credential holder.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on person fields
Retrieves metadata about person fields.
Why this helps
A follow-up process stalls when it depends on contact details that are not available in the relationship database.
- Retrieve metadata on non-list-specific person fields.
- Identify field IDs for later person lookups.
- Make unavailable contact context visible early.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential person field readiness.
- 3In one instruction, ask Notis to inspect Affinity person field metadata and compare available fields with the contact context needed for follow-up.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one credential event and confirm the output describes metadata rather than actual contact values.
Questions about this workflow
Does metadata include an individual's values?
No. It describes available non-list-specific person fields. Use person retrieval actions to request values.
Can field metadata help retrieve detailed contact data?
Yes. The returned field IDs can be used with the people endpoints to request supported data.
What permission may a later lookup require?
The single person action requires export all people permission for detailed access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Affinity. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Connect any two apps with Notis in the middle.
Accredible certificates and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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