Keep certificate history with the Attio relationship
The credential and the relationship context stay together in Attio.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Create a note on a record.
Why this helps
Issuance details can get lost between Accredible and the CRM, leaving you to reconstruct what was sent and to whom.
- Keep an issuance record alongside the relevant Attio contact or company.
- Make credential history easier to find during follow-up.
- Summarize the incoming event without maintaining a separate manual log.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3Describe the outcome in one instruction: add a titled note with the available certificate and recipient details to the specified Attio record.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real issuance event with the target record information and check the note in Attio.
Questions about this workflow
What information can the note include?
Notis can use information provided in the webhook request, such as the certificate name, recipient, and issuance details. Include the target Attio record identifier so the note can be attached to the intended record.
Does Accredible send this trigger directly to Notis?
No Accredible trigger event is listed here. A webhook starts the workflow when an external tool or custom backend sends Notis an HTTP request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Attio. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Create a note on a record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Create Record
Create a new record.
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Delete Note
Delete a note.
Assert User Record (Create or Update)
Updates a matching user record or creates one if none exists.
Delete Record
Permanently delete a record; this cannot be undone.
Assert Workspace (Create or Update)
Updates a matching workspace record or creates one if none exists.
Connect any two apps with Notis in the middle.
Accredible certificates and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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