Put credential renewal reviews on the calendar
Run a recurring review of credential records available to Notis and create Close tasks for the renewals that need attention.
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
Renewal dates are easy to overlook when credentials live apart from the team's follow-up queue.
- Create a recurring review point for upcoming credential renewals.
- Bring identified follow-ups into Close as tasks.
- Keep renewal work visible alongside other team priorities.
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 describe the renewal review outcome.
- 3Ask Notis to identify credentials needing review from data available to the workflow and create Close tasks.
- 4Choose the recurring schedule trigger and a report channel.
- 5Test with one real credential record and confirm the task details.
Questions about this workflow
Does the schedule automatically retrieve Accredible records?
No trigger or retrieval event is listed for Accredible certificates. The records must be supplied to or otherwise available to the workflow.
Can Notis identify an expiration date?
Only when the expiration date is present in the available credential data. Provide the date or the records that contain 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.