Keep recurring credential context close
Make a regular review save selected credential context for later Chatbotkit conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Memory
Stores a memory entry for later retrieval.
Why this helps
Useful recipient context can be scattered across credential records and forgotten when the next conversation starts.
- Preserve selected context for later retrieval.
- Make recurring credential review less manual.
- Keep relevant details associated with the intended contact or bot.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Chatbotkit once in Notis.
- 2Create an automation and describe which available credential context to save as memory.
- 3Choose a recurring schedule and identify the intended memory association.
- 4Choose where run reports should go, then test with one real example.
Questions about this workflow
Can it remember every detail in Accredible?
Save only details available through connected app access and relevant to your use case. Any missing information must be supplied.
What association is needed?
Identify the intended contact or bot context so the memory is stored where it can be useful later.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Chatbotkit. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
Accredible certificates and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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