Add context to credential recipient reviews
Use a review request to gather available person details that can help your team assess recipient records and plan follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Enrich person screener
Enriches a person’s profile with additional information.
Why this helps
Recipient review can require extra research when the details needed for verification or follow-up are spread across tools.
- Start person research when a review is requested
- Add available context to recipient review work
- Keep research requests and results connected
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Crustdata once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe what person details to enrich for a recipient review request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real recipient review request and check the returned details.
Questions about this workflow
Does Crustdata verify a certificate?
No. This action enriches person data based on a query. Use Accredible's own credential records and verification process to verify a certificate.
What information should the webhook request contain?
Send enough identifying context for the person lookup, and describe the details you need in the instruction. Only request data appropriate for your purpose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Crustdata. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Enrich person screener
Enriches a person’s profile with additional information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Accredible certificates and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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