Keep credential inquiry follow-ups on your task list
Set a recurring review so credential requests have a next step. Notis can turn the inquiry data you provide into focused Dynamics tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task activity and returns its selected representation.
Why this helps
Without a reliable review rhythm, a busy founder can lose track of which credential inquiries still need a response or decision.
- Create explicit next steps for open inquiries
- Reduce reliance on memory and inbox scanning
- Review follow-up work inside Dynamics
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Dynamics365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name, prompt, report channel, and trigger.
- 3Tell Notis which supplied credential inquiries need follow-up and to create a Dynamics task for each one.
- 4Choose a recurring schedule for the review.
- 5Choose a report channel and test with one real inquiry record, including its follow-up context.
Questions about this workflow
Can Notis find Accredible inquiries automatically on the schedule?
No Accredible trigger or retrieval action is listed for this workflow. The inquiry records and the information needed to decide what remains open must be supplied to Notis.
What does the workflow create in Dynamics?
It creates a task activity. The task gives the team a concrete follow-up item to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Dynamics365. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Accredible certificates and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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