Draft credential update emails in Close
Let Notis prepare an unsent email activity from the credential details in your webhook request, so your team can review it in Close.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
Writing a clear update from scattered credential details adds friction to routine customer communication.
- Start from an email draft grounded in the supplied credential details.
- Keep review and sales activity in Close.
- Give the team a chance to check the message before sending.
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 update drafts.
- 3In one instruction, ask Notis to create a draft email activity using the supplied update details.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real example request and review the unsent draft in Close.
Questions about this workflow
Does this send the email?
The requested action is to create a draft email activity. Use draft mode so the email remains unsent for review.
Where does the update information come from?
Your system sends the details in an HTTP request to the Notis webhook. Accredible certificates has no trigger events listed for this workflow.
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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