Keep credential recipient contact details current
Let Notis review a supplied credential list and refresh recipient details when Aeroleads confirms a reliable match.
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
Outdated recipient contact details make credential administration harder and can leave records inconsistent across tools.
- Review a known credential list on a recurring schedule.
- Use Aeroleads to help verify current business contact details.
- Update only records with an unambiguous recipient match and report uncertain cases.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Accredible certificates once in Notis.
- 2Create an automation that checks the supplied credential list and updates only confidently matched recipients.
- 3Pick a recurring Notis cron trigger.
- 4Choose where run reports should go.
- 5Test with one real credential and verify its recipient identity before enabling the schedule.
Questions about this workflow
Does this find every credential that needs an update?
Only if you provide a credential list or a reliable way to identify records for review. The workflow should not assume an unprovided baseline.
What happens when Aeroleads finds multiple possible people?
The automation should leave the credential unchanged and report the ambiguous match for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Accredible certificates. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Accredible certificates actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Create Credentials (V2)
Creates multiple credentials in one batch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Group
Creates a copy of an existing group.
Create Collection
Creates a collection to organize groups.
Create Attribute Key
Create a custom credential attribute key; a department is required.
Create Evidence Item
Creates an evidence item for a credential.
Create Group
Creates a new group.
Create Credential
Create a credential for a recipient; the group must exist first.
Delete Credential
Permanently deletes a credential.
Connect any two apps with Notis in the middle.
Aeroleads and Accredible certificates, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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