Connect Accredible certificates to Clientary

When something happens in Accredible certificates, Notis takes the next step in Clientary. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Accredible certificates to Clientary

View example

Create a Clientary client for a credential earner

Turn an Accredible certificate webhook into a Clientary client record when the credential payload includes company details.

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Add credential recipients as Clientary contacts

Create a Clientary contact from a certificate event when the request identifies an existing client and includes the recipient's name and email.

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Capture credential program prospects as leads

Create a Clientary lead from an Accredible event request when it contains organization and contact details for a prospect.

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Create a task after a certificate event

Turn an incoming Accredible certificate event into a Clientary task when the request identifies a follow-up action.

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Schedule reviews for credentials nearing expiry

On a recurring schedule, review Accredible credentials for upcoming expirations and create Clientary tasks for records that need attention.

View example

Create a Clientary project for a credential program

On a schedule, check for a specified Accredible program and create a Clientary project when it is found and a project rate is provided.

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Review credential organizations for missing Clientary clients

On a schedule, compare available Accredible organization details with Clientary clients and create records for organizations that are not represented.

View example

Log hours for credential program work

On a schedule, review credential program work data and log project hours in Clientary when a project, title, and hours count are available.

Supported Triggers and Actions

Notis builds workflows that link Accredible certificates to Clientary. A trigger fires from one place; an action lands in another.

Accredible certificates triggers

Clientary actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Creates a new contact for a client.

ActionInstant

Create Expense

Creates a new expense record.

ActionInstant

Create Lead

Creates a new lead record.

ActionInstant

Create Invoice

Creates an invoice, optionally linked to a client.

ActionInstant

Create Project

Creates a new project for tracking client work, time, or expenses.

ActionInstant

Delete Client

Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.

ActionInstant

Create Project Hours

Logs hours worked on a project as a new time entry.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.