Keep Accredible certificate recipients in Salesforce
When a certificate is issued, send its recipient details to Notis and create a Salesforce contact without retyping the information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Certificate recipients can end up outside your customer records, making relevant follow-up harder to remember.
- Keep credential recipients searchable alongside customer contacts.
- Reduce manual entry after a certificate is issued.
- Use a consistent instruction to handle each incoming recipient.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Describe that Notis should use the recipient details in each incoming request to create a Salesforce contact, avoiding duplicates when the details identify an existing contact.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real certificate recipient request and review the Salesforce contact.
Questions about this workflow
Does Accredible start this automatically?
Accredible certificates has no listed trigger event here. A webhook starts the automation when an HTTP request is sent to it with the recipient details.
What if the recipient already has a Salesforce contact?
Tell Notis how to identify an existing contact, such as by email, and what to do when it finds one. Confirm the behavior with a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Salesforce. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Accredible certificates and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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