Keep certificate follow-up moving from Accredible to Close
When your system reports a newly issued certificate, Notis can create a Close task with the recipient and credential details your team needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Issued credentials can leave a sales or customer success follow-up buried in another system.
- Put credential follow-up in the team's existing sales workspace.
- Keep recipient and certificate context together in the task.
- Reduce the chance that a useful customer moment gets missed.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe how to turn the supplied certificate issuance details into a Close follow-up task.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real example request to test the workflow.
Questions about this workflow
Does Accredible provide the trigger for this workflow?
No. Accredible certificates exposes no trigger events here. Your system must send an HTTP request to the Notis webhook with the relevant issuance details.
What should the request include?
Include the recipient and certificate details needed to identify the follow-up. Notis can only use information included in the request or otherwise available to it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Close. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Accredible certificates and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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