Turn certificate activity into follow-up tasks
When a certificate event needs human follow-up, create a clearly titled task in Clientary from the event details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Follow-up work mentioned during credential issuance can disappear among busy inboxes and disconnected systems.
- Make requested follow-up visible in Clientary
- Use event details to create a meaningful task title
- Avoid creating tasks when the request does not identify follow-up work
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Clientary once in Notis.
- 2Create an automation in Automations, New Automation, and name the follow-up workflow.
- 3Tell Notis to create a Clientary task only when the event request describes a follow-up action, using the event details to write its title.
- 4Choose the webhook trigger and the report destination.
- 5Test with one event that explicitly needs follow-up.
Questions about this workflow
Can this assign a task to a particular person?
The task action can optionally include an assignee, but the request or your instruction needs to identify one. Do not ask Notis to guess.
What starts the task?
An HTTP request sent to the Notis webhook starts it. Accredible certificates does not expose a trigger event here.
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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