Catch upcoming certificate expirations during your routine
A scheduled check can bring approaching credential expirations into Ascora, where the team can see the related record and follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Expiry dates are easy to overlook when credential checks depend on remembering to open another system.
- Review upcoming expirations on a predictable schedule.
- Put relevant certificate references on matched Ascora records.
- Reduce manual checking across separate systems.
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: On each run, find Accredible certificates whose supplied expiry dates fall within the review window and add a concise follow-up note to each matched Ascora entity using its valid ID.
- 4Choose a recurring schedule and where run reports should go.
- 5Run once against a real certificate and confirm the date and note are correct.
Questions about this workflow
Does Accredible provide an expiry date for every credential?
The workflow depends on Accredible returning an expiry date. If credentials do not have one, Notis cannot determine when they are approaching expiration.
How does it find the Ascora record?
The matching Ascora entity ID must be available from Accredible data or supplied by you through a reliable lookup. The note action requires a valid ID.
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
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