Turn credential requests into Close leads
Have your intake system send the request to Notis, then let Notis create a Close lead with the company and contact information it receives.
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 in the sales pipeline.
Why this helps
Credential inquiries can arrive outside the CRM and require manual re-entry before anyone can respond.
- Capture incoming credential interest in Close.
- Reduce copy and paste between intake and sales tools.
- Give the team a single place to review and follow up on requests.
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 name it for credential request intake.
- 3Tell Notis to create a Close lead from the company and contact details supplied in the request.
- 4Choose the webhook trigger and choose a report channel.
- 5Send one real example request and review the created lead.
Questions about this workflow
Will this detect requests inside Accredible automatically?
No. This workflow starts when an external system sends an HTTP request to the Notis webhook. Accredible certificates has no listed trigger events.
Can the lead include details that are not in the webhook?
Only if those details are available to Notis from another connected source or supplied in the request. Include the company and contact information needed to create the lead.
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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