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Notis

Track credential operations exceptions in Agiled

Turn a scheduled exception review into a support ticket when a concrete issue needs someone to investigate.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Ticket

Creates a new support ticket.

Why this helps

Small credential operations problems can linger when they appear in a report but never become an assigned support item.

  • Convert concrete exceptions into trackable support tickets
  • Keep issue context in Agiled
  • Avoid creating tickets for records without enough detail

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 credential operations information provided and create Agiled tickets for exceptions with a clear subject, message, priority, and user id.
  • 4Choose the notis_cron trigger and set a recurring review schedule.
  • 5Choose where run reports should go, then test with one real exception example.

Questions about this workflow

What counts as an exception?

Define the issue types in the automation instruction and provide records or data containing the relevant signals. Notis should not assume undocumented status fields or history.

Will every unusual record become a ticket?

You can instruct Notis to create tickets only when the supplied information supports a concrete issue and the required ticket details are available.

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.

TriggerScheduled

Create Expense

Creates a new expense.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Project

Creates a new project.

ActionInstant

Create Task

Creates a new task.

ActionInstant

Create Ticket

Creates a new support ticket.

ActionInstant

Get Contacts

Retrieves contacts.

ActionInstant

Get Currencies

Retrieves the available currencies.

ActionInstant

Get Deals

Retrieves deals.

ActionInstant

Get Employees

Retrieves employees.

ActionInstant

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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