Issue Accredible credentials from Affinity deal milestones
When a deal reaches your chosen milestone, Notis can prepare the credential while you keep your attention on the relationship.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Credential
Create a credential for a recipient; the group must exist first.
Why this helps
A deal milestone can be easy to notice and still leave credential issuance sitting on a separate to-do list.
- Reduce manual handoffs between deal tracking and credential issuance.
- Check for a valid Accredible group and recipient details before creating a credential.
- Route incomplete or ambiguous cases to a run report instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Accredible certificates once in the Notis portal.
- 2Create an automation by telling Notis the deal milestone and credential outcome you want.
- 3Choose a Notis webhook trigger and send it when the milestone is reached.
- 4Choose where run reports should go, then test with one real deal.
Questions about this workflow
Does Affinity provide a trigger event for this workflow?
No. Affinity has no listed trigger events here, so this workflow starts with a Notis webhook that your chosen process calls.
What must be ready before a credential is issued?
The Accredible group must exist and the recipient information must be complete. Tell Notis how to handle missing details rather than asking it to guess.
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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