Keep certificate context with the Ascora record
Notis can turn an Accredible credential update into a short note on the matching Ascora record, preserving the certificate context where your team works.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
A credential update is easy to miss when its details remain in a separate certificate platform from the customer or job record.
- Keep certificate status and available identifiers beside the relevant Ascora entity.
- Make credential changes easier to find during customer or job follow-up.
- Avoid manually copying the same update into multiple places.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis: For each certificate update, add a concise note to the matching Ascora entity using its valid entity ID and include the certificate status and available reference details.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real certificate update with a valid Ascora entity ID and review the note.
Questions about this workflow
Can the workflow find the matching Ascora record by itself?
The note action requires a valid Ascora entity ID. Include that ID in the webhook or give Notis a reliable way to retrieve it from the available data.
Which updates can it record?
Use the webhook for certificate updates your sending system provides, such as issuance or a status change. The action creates a note; it does not change certificate data in Ascora.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Ascora. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Adds a note to an entity using its valid system ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Create a new quotation or enquiry for a customer.
Create or Update Contact
Creates or updates a customer contact.
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Get Customers
Retrieve all customers.
Create or Update Supplier
Creates a supplier or updates an existing supplier’s details.
Get Jobs
Retrieve a list of jobs.
Delete Customer
Deletes a customer after confirming the customer exists.
Connect any two apps with Notis in the middle.
Accredible certificates and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.