Turn credential record checks into owned fixes
Schedule a review for the record details your team cares about, then route potential fixes into Breeze.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Card
Creates a task card in a project.
Why this helps
Small record issues can persist when they are found during a check but not assigned for correction.
- Give recurring record review a clear follow-up path.
- Capture the supplied reason for each potential fix.
- Make record cleanup visible in project work.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Breeze once in the Notis portal.
- 2Create an automation and state the record quality criteria to review.
- 3Pick a recurring schedule and choose where run reports go.
- 4Test against one known record that needs a quality fix.
Questions about this workflow
What record issues can this find?
Only issues that can be identified from the data available to Notis and the criteria you specify.
Will it edit the credential record?
No. It creates Breeze tasks for review and correction by your team.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Breeze. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Invites people to join a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Archives a project to hide it from active views.
Create Card
Creates a task card in a project.
CREATE_LIST
Creates a new stage in a project.
Create Project
Creates a new project.
Create Workspace
Creates a new workspace.
Delete Card
Permanently deletes a card; this action cannot be undone.
Delete Project
Deletes a project.
Connect any two apps with Notis in the middle.
Accredible certificates and Breeze, 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 Breeze.