Keep periodic credential reviews with the CRM record
A scheduled review can bring credential changes back into view without relying on someone to remember to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Credential records can change while the CRM stays out of date, leaving teams to reconstruct what happened later.
- Review credential information on a recurring schedule.
- Record relevant findings as Capsule notes linked to matching parties.
- Surface missing or ambiguous party matches in the run report.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Capsule CRM once in Notis.
- 2Create an automation that reviews available credential information and notes relevant updates against matching Capsule parties.
- 3Choose a Notis recurring schedule and set the review cadence.
- 4Choose where run reports should go, then test with one real credential example.
Questions about this workflow
What credential information can the review use?
It depends on what Accredible makes available to the connected Notis integration. Specify the fields or changes you want reviewed and report anything unavailable.
Does the schedule require an Accredible trigger event?
No. A Notis cron trigger starts the review on a recurring schedule; Accredible certificates has no listed trigger events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Capsule crm. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Creates a record for a person or organisation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Project Party
Adds a person or organization to a project as an additional party.
Delete Party
Deletes a person or organisation.
Create Capsule CRM Category
Creates a task category with a name and color.
List Deleted Opportunities
Lists opportunities deleted or restricted since a specified date.
Create Custom Field Definition
Creates a custom field definition for parties, opportunities, or projects.
List deleted parties
Lists parties deleted since a specified date.
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Connect any two apps with Notis in the middle.
Accredible certificates and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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