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Review credential contact details regularly

Use a recurring review to catch stale or incorrect recipient details before they cause follow-up work.

Trigger

Recurring schedule

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

Action

Update Credential

Updates an existing credential’s details.

Why this helps

Recipient information can become outdated while credentials remain active and visible.

  • Review supplied recipient details on a recurring basis.
  • Correct clear mismatches through credential updates.
  • Surface uncertain matches for human review.

Setup

Build it in a few focused steps.

  • 1Connect Addressfinder and Accredible certificates once in Notis.
  • 2Create an automation and describe which supplied recipient records to review and how to handle changes.
  • 3Pick a recurring schedule and identify the records available for each run.
  • 4Choose where run reports should go, then test with one real credential record.

Questions about this workflow

Can this scan every Accredible credential by itself?

The listed actions include credential search, but this workflow needs a defined set of records to review and clear matching criteria.

What should happen when Addressfinder returns a different value?

Set a prompt rule for which changes can be applied and which should be reported for review.

Does this determine whether a credential is still valid?

No. This workflow focuses on recipient contact data quality and does not establish credential validity.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Addressfinder 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.

Addressfinder 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.