Review credential related documents on a schedule
Get a recurring view of related documents without reopening the same searches across both tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Documents V2
Lists documents with optional sorting and filters.
Why this helps
Agreement follow-up gets harder when certificate context and document status are checked in separate places at different times.
- Bring related certificate and document context into one report.
- Make recurring status reviews easier to act on.
- Reduce repeated manual searches.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Documenso once in the Notis portal.
- 2Create an automation in Automations, or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to review available certificate context, find relevant Documenso documents, and report what it can confirm.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the report against the source records.
Questions about this workflow
Does this change any Documenso documents?
No. It finds documents and reports results; it does not update or distribute them.
Can it report details that are not available from either app?
No. Notis can analyze returned data, but any missing history or baseline must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Documenso. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Creates a token for embedded document and template editing sessions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Delete Document Fields
Deletes one or more fields from a document.
Create Document Field
Adds one field to a document in draft status.
Delete Template
Permanently deletes a template; this action cannot be undone.
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Connect any two apps with Notis in the middle.
Accredible certificates and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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