Keep certificate issuance follow-ups moving with Agiled tasks
Turn a scheduled review into a short list of concrete follow-ups, so recipient and badge work does not disappear between busy days.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a new task.
Why this helps
A certificate can be issued while related follow-up, such as a recipient check or badge delivery, is easy to forget.
- Surface follow-up work on a predictable schedule
- Create actionable tasks in Agiled from provided issuance details
- Keep missing recipient information visible for review
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the certificate issuance details available to it and create Agiled tasks only for follow-ups that are supported by those details.
- 4Choose the notis_cron trigger and set the recurring schedule.
- 5Choose where run reports should go, then test with one real issuance example.
Questions about this workflow
What information does Notis use during the scheduled review?
Notis can use details supplied to it or available through the connected Accredible certificates integration. If issuance history is not available, provide the records to review; the workflow cannot assume it exists.
Will it create a task when the recipient or due date is unknown?
The instruction can tell Notis to create a task only when the required details are available, and report records that need clarification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Agiled. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Accredible certificates and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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