Skip to content
Notis

Turn a new certificate into a Connecteam onboarding step

A certificate is issued. Notis can use the recipient details to create the corresponding Connecteam account and report the result.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Users

Creates multiple user accounts.

Why this helps

Newly credentialed staff can be missed when someone has to transfer their details into Connecteam by hand.

  • Reduce duplicate entry when onboarding credentialed staff.
  • Keep the certificate issuance and account creation in one reported workflow.
  • Review account creation results from your chosen report channel.

Setup

Build it in a few focused steps.

  • 1Connect Accredible certificates and Connecteam once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to use each issued certificate recipient's available details to create a Connecteam user, and report missing or unusable details.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Send one real certificate issuance example to the webhook and review the result.

Questions about this workflow

Does Accredible certificates provide a trigger event here?

No. This workflow starts from a Notis webhook request carrying the certificate issuance details.

What if the certificate does not contain details needed to create a user?

Notis should report which details are missing for review instead of guessing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Accredible certificates to Connecteam. A trigger fires from one place; an action lands in another.

Accredible certificates triggers

Connecteam actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Users

Archives users without deleting their records.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Users

Creates multiple user accounts.

ActionInstant

Generate Upload URL

Generates a secure, time-limited URL for uploading a file.

ActionInstant

Get Chat

Retrieves team chats and channels.

ActionInstant

Get Custom Field Categories

Retrieves custom field categories.

ActionInstant

Get Custom Fields

Retrieves the custom fields associated with an account.

ActionInstant

Get Forms

Retrieves form definitions.

ActionInstant

Get Jobs

Retrieve jobs associated with a scheduler or time clock instance.

ActionInstant

Connect any two apps with Notis in the middle.

Accredible certificates and Connecteam, 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 Connecteam.