Turn credential prospects into trackable leads
When an external service sends a prospect's organization and contact details with an Accredible event, put them into Clientary for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead record.
Why this helps
Prospect information shared around a credential program can be easy to lose before anyone records it for follow-up.
- Record prospect details supplied with an event request
- Give the team a lead to review in Clientary
- Skip requests without enough information to identify the prospect
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 create a Clientary lead from prospect organization and contact information in the request, and to report missing details.
- 4Select the webhook trigger and choose where run reports go.
- 5Test with one real request containing prospect details.
Questions about this workflow
Does every certificate event represent a sales prospect?
No. Use this workflow only when the sending system identifies the person or organization as a prospect and includes the relevant details.
Does Notis receive Accredible events directly?
Accredible certificates has no trigger events in this package. An external service must send an HTTP request to the Notis webhook.
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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