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Prepare a template shortlist for upcoming recognition

Make a recurring catalog review part of recognition planning, guided by the occasions you expect to celebrate.

Trigger

Recurring schedule

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

Action

List Public Templates

List public card templates available to everyone.

Why this helps

Waiting until recognition is due to browse templates can turn a thoughtful gesture into a last-minute task.

  • Review available public templates on a schedule
  • Use upcoming occasion details supplied by you
  • Prepare a shortlist before follow-up is due

Setup

Build it in a few focused steps.

  • 1Connect Accredible certificates and Amcards once in the Notis portal.
  • 2Create an automation and describe the template review you want.
  • 3Pick a recurring schedule and include the upcoming recognition context in the prompt.
  • 4Choose where run reports go, then test with one real catalog review.

Questions about this workflow

Does Accredible provide upcoming credentials to this schedule?

No. Accredible certificates exposes no trigger events here. Include upcoming recognition details in the prompt or provide them through a webhook process.

Does this workflow send or personalize a template?

No. The available action lists public templates. The workflow can prepare a shortlist for your review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Accredible certificates to Amcards. A trigger fires from one place; an action lands in another.

Accredible certificates triggers

Amcards actions

Recurring trigger

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

TriggerScheduled

Get Cards

List all cards associated with your account.

ActionInstant

Webhook trigger

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

TriggerInstant

Get API Schema

Retrieve the complete API schema.

ActionInstant

Get Contacts

List contacts from your account.

ActionInstant

Get Category

Retrieve details of a card template category.

ActionInstant

Get Category Schema

Retrieve the schema for the read-only Category resource.

ActionInstant

Get Gift

Retrieve details of a gift, including its price and availability.

ActionInstant

Get Public Template

Retrieve details of a public template.

ActionInstant

List Categories

List card template categories in priority order.

ActionInstant

Connect any two apps with Notis in the middle.

Accredible certificates and Amcards, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Amcards.