Audit Accredible credentials against Affinity deals
A regular review can surface credential follow-up that gets lost as your pipeline changes.
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
When deal records and issued credentials live in separate tools, gaps and duplicates are hard to spot during a busy week.
- Get a recurring list of potential credential gaps and duplicates.
- Use Accredible search to check existing credentials before recommending follow-up.
- Keep the review focused on records and comparison rules you supply.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Accredible certificates once in the Notis portal.
- 2Create an automation and describe which Affinity deals and Accredible credentials to compare.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with one real deal and its credential status.
Questions about this workflow
Can Notis read a deal stage automatically from an Affinity trigger?
No Affinity trigger event is listed. The scheduled prompt must have access to the relevant Affinity deal information through your connected setup or supplied data.
Will the audit issue credentials automatically?
No. This workflow searches Accredible credentials and reports likely gaps or duplicates for review. It does not create credentials.
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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No card. Works with personal or business Accredible certificates.