Review curated collections on a regular cadence
Check the collections your programs rely on with a recurring, criteria-based search and review the results during AgencyZoom planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Collections
Searches for collections.
Why this helps
Collections can be forgotten after setup, leaving program owners without a simple recurring inventory to review.
- Search collections using supplied filters
- Create a repeatable program review input
- Reduce manual collection lookups
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Accredible certificates once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel to create it.
- 3Describe which collection filters to search and how the results should be summarized for program review.
- 4Choose a Notis recurring schedule and select where run reports should go.
- 5Test with one real collection search and verify the returned results.
Questions about this workflow
What can the collection search filter by?
The action supports searching by IDs, name, or public flag, with pagination.
Will the scheduled search alter collections?
No. It searches collections and reports the results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Accredible certificates. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Accredible certificates, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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