Keep credential verification reviews in Close
Turn verification information available to Notis into a manageable Close review queue on a schedule you choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Verification checks can become intermittent when there is no recurring place to capture the next review.
- Create a recurring checkpoint for credential verification review.
- Keep review work visible as Close tasks.
- Include the verification context available to Notis in the task.
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 verification review.
- 3Tell Notis to create Close tasks for verification items needing human review in the available data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real verification example and review the resulting task.
Questions about this workflow
Does this continuously monitor Accredible verifications?
No. The listed Accredible certificates app has no trigger events. The workflow runs on a Notis schedule and can only assess verification information available to it at run time.
Can the task include a verification result?
Yes, when the result or relevant details are supplied to the workflow. Avoid assuming information that is not present.
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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