Respond to credential checks with a prepared document
When a verification request arrives, use the supplied credential information to prepare a consistent response for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Looking up credential details and assembling the same response repeatedly interrupts focused work.
- Prepare a repeatable response document from supplied credential information.
- Keep the wording and format consistent across verification requests.
- Return a document URL for review or delivery.
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 verification responses.
- 3Tell Notis to use the verification request and credential details in each webhook request to generate a response from the selected template.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real verification request and review the output before sharing it.
Questions about this workflow
Does this workflow verify a credential by itself?
No. It prepares a document from the request and credential details supplied to Notis. The request must provide the information needed for the response.
Can the response be reviewed before delivery?
Yes. The workflow generates a document and returns its metadata and download URL; sharing it is a separate step.
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
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