Get expiration notices ready before credentials lapse
Use a recurring schedule to prepare notice documents from upcoming expiration records, so follow-up is easier to plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Expiration follow-up can slip when credential dates and document preparation live in different routines.
- Prepare notices on a recurring schedule.
- Use expiration records made available to Notis by the connected source or provided data.
- Reduce the effort of drafting each notice manually.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for expiration notices.
- 3Tell Notis to find upcoming expiration records available to it and generate a notice from the selected template for each record.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real upcoming expiration record and check the generated notice.
Questions about this workflow
What information is needed?
Notis needs access to the relevant certificate record and its expiration date. If the connected source does not expose those details, provide them to the workflow.
Does the workflow send the notice to the recipient?
No. The configured action generates a document. Delivery requires a separate workflow or process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Docugenerate. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Accredible certificates and Docugenerate, 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 Docugenerate.