Keep certificate records organized in Docsumo
When your certificate system reports an issuance, Notis can create a Docsumo folder for the related supporting records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Folder
Creates a folder for organizing documents.
Why this helps
Supporting documents can end up scattered when a credential is issued and nobody has time to organize them.
- Create a consistent place for credential related documents.
- Reduce manual filing after certificate issuance.
- Use webhook details in the folder request when they are included in the incoming request.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Docsumo folder for each certificate issuance, using the credential or recipient details provided in the request.
- 4Choose the webhook trigger and configure your sender to call it when a certificate is issued.
- 5Choose a report channel and test with one real issuance request.
Questions about this workflow
Does Accredible certificates provide a trigger event here?
No. This workflow uses a Notis webhook. Your configured sender must make an HTTP request when a certificate is issued.
Can the workflow extract certificate details if they are missing from the request?
No. Include the details you want Notis to use in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Docsumo. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
Accredible certificates and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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