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Keep a recurring eye on Accredible credentials

Schedule a focused credential search so the records you care about are easier to review without reopening the same filters manually.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Search Credentials V2

Searches credentials using advanced filters.

Why this helps

Important credential records can be hard to revisit consistently when searches depend on someone remembering to run them.

  • Run the same credential search on a recurring schedule.
  • Use supported query fields and operators for focused results.
  • Send findings to a report channel for review.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Accredible certificates once in the Notis portal.
  • 2Create an automation in Automations, then choose New Automation and add a name and prompt.
  • 3Tell Notis which credential records to find using supported fields and operators, such as group, recipient, or dates.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real search request and review the results.

Questions about this workflow

Which filters can the search use?

The v2 search supports fields such as group, recipient, dates, and other attributes, with operators including eq, in, lt, gt, lte, and gte.

Does ActiveMerge start this on a schedule?

No. ActiveMerge has no listed trigger events. Notis starts this workflow on the schedule you choose.

Can this update matching credentials?

This workflow searches and reports matching records. Updating a credential requires a separate workflow using the update credential action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Accredible certificates. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Accredible certificates actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Bulk Create Credentials (V2)

Creates multiple credentials in one batch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Clone Group

Creates a copy of an existing group.

ActionInstant

Create Collection

Creates a collection to organize groups.

ActionInstant

Create Attribute Key

Create a custom credential attribute key; a department is required.

ActionInstant

Create Evidence Item

Creates an evidence item for a credential.

ActionInstant

Create Group

Creates a new group.

ActionInstant

Create Credential

Create a credential for a recipient; the group must exist first.

ActionInstant

Delete Credential

Permanently deletes a credential.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Accredible certificates, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Accredible certificates.