Start the day with credential follow-ups in Breeze
Use a scheduled review to surface credential follow-up work as Breeze tasks, based on information available from Accredible.
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
A manual credential review can be easy to skip during a busy workday.
- Build a routine review into the workday.
- Turn identified follow-ups into visible tasks.
- Reduce reliance on remembering to check credential records.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Breeze once in the Notis portal.
- 2Create an automation and describe which follow-ups should become tasks.
- 3Pick a recurring schedule and choose where run reports go.
- 4Test with one real credential example and review the created task.
Questions about this workflow
Does this use a live Accredible event?
No. It runs on a Notis schedule and reviews information available through the connected Accredible tools.
Can it know whether a follow-up is overdue?
Only if the available credential information includes the relevant dates or status. Notis cannot create a baseline that is not provided.
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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