Review credential engagement alongside Affinity deals
See credential engagement in the context of the relationship, with a short report ready for your next review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Analytics
Retrieve credential analytics, such as views and shares.
Why this helps
Engagement signals can be scattered across credential analytics and deal notes, leaving follow-up dependent on memory.
- Bring credential views and shares into a recurring review.
- Summarize engagement alongside deal context available to Notis.
- Create a focused follow-up list without treating analytics as proof of intent.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Accredible certificates once in the Notis portal.
- 2Create an automation and describe which credential analytics and deal context to review.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with a credential that has analytics.
Questions about this workflow
What engagement data can this report include?
The action retrieves Accredible analytics such as credential views, shares, and other available events, with optional date and group filters.
Does a view mean the recipient is ready to act?
No. Views and shares are signals to review, not proof of intent. Use them as context for a thoughtful follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Accredible certificates. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Accredible certificates, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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