Keep upcoming credential expirations on the task list
Have Notis check credential data on a schedule and surface upcoming expiry follow-up as Clientary tasks when expiry details are available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Expiry dates are easy to miss when they live in a separate credential system and nobody has a regular review slot.
- Create a recurring review point for credential dates
- Turn upcoming expirations into trackable work
- Use only expiry dates present in available credential records
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Clientary once in Notis.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to review available credential expiry dates and create a Clientary task for each credential expiring within the review window you specify; report when expiry data is unavailable.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real credential record that has an expiry date.
Questions about this workflow
Can this workflow determine an expiry date if Accredible does not return one?
No. The workflow can only use expiry dates present in the credential data. Missing dates should be reported, not inferred.
Can I choose the review window?
Yes. State the period you want in the instruction, such as credentials expiring within the next 30 days.
When this happens · Trigger
Do this · Action
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.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Accredible certificates and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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