Know which Affinity account context a credential report uses
Give recurring credential operations reports a clear reference to the connected Affinity user.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get current user
Retrieves information about the current user.
Why this helps
Teams can lose time diagnosing a report when they are unsure which connected Affinity account supplied its context.
- Return current user metadata for account context.
- Make operational reports easier to interpret.
- Avoid treating user metadata as a credential holder directory.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential workflow owner context.
- 3In one instruction, ask Notis to include the current Affinity user's returned metadata in a credential operations report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and confirm the result describes the connected account only.
Questions about this workflow
Does this action identify credential owners or all team members?
No. It returns metadata about the current user connected to Affinity.
Can the result be used to verify access?
It can provide account context, but it does not replace checking the specific permissions required by other actions.
Does Accredible trigger this workflow?
No. Notis starts it on the schedule you choose because Accredible exposes no trigger events here.
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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