Reconcile credential holders with your Affinity contacts
Bring your credential roster and relationship records together in a recurring, evidence-based review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all persons
Lists people.
Why this helps
Without a regular reconciliation, credential holders already known to your team can be overlooked, while uncertain matches waste follow-up time.
- Find likely matches using identifiers present in both sources.
- Report unmatched roster entries for cleanup.
- Keep uncertain results visible for human review.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential roster relationship audit.
- 3In one instruction, ask Notis to compare the roster you provide with Affinity people records and report matches, gaps, and evidence.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a small roster containing known matches and known non-matches.
Questions about this workflow
Where does the roster come from?
You provide the roster or an export. Accredible certificates has no trigger events or roster retrieval action in this workflow definition.
Can this guarantee identity matches?
No. Match quality depends on the identifiers in both sources. Review uncertain cases before acting.
Does the workflow update Affinity contacts?
No. The selected action retrieves people records and prepares a comparison report.
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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