Get a recurring summary of credential activity
Set a schedule for Notis to review available credential information and prepare a readable PDF summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Credential and verification activity can be easy to overlook when updates arrive across different records and tasks.
- Receive a recurring summary in a consistent PDF format.
- Review credential and verification information in one prepared document.
- Choose a reporting cadence that fits your review routine.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Customjs once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe what credential and verification information to summarize, then ask Notis to format it as HTML for Customjs PDF conversion.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review the PDF before relying on the recurring run.
Questions about this workflow
What can the summary include?
It can summarize information available from Accredible or supplied to Notis, such as credential and verification details. Specify the scope in your instruction.
Does Notis know the previous period's activity automatically?
Only if the connected data or supplied input provides the needed history and dates. Otherwise, provide that information or narrow the summary to available data.
Can I change how often it runs?
Yes. Choose the recurring schedule when setting up the Notis automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Customjs. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
Accredible certificates and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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