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Issue milestone credentials from one roster

When a cohort reaches a policy or training milestone, submit its recipient list once and create credentials in a batch of up to 30.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Bulk Create Credentials (V2)

Creates multiple credentials in one batch.

Why this helps

Issuing credentials one recipient at a time makes cohort milestones slow and increases the chance of omissions.

  • Process up to 30 credentials in one call
  • Review individual statuses when a batch has mixed outcomes
  • Avoid repetitive one-by-one issuance

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.
  • 3Instruct Notis to use a submitted milestone roster to create credentials for eligible recipients, with an existing group and required details.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with a real roster of a few recipients and review every returned status.

Questions about this workflow

How large can each batch be?

The listed bulk action supports up to 30 credentials in one call and can return multi-status results.

What should happen if some credentials fail?

Have Notis report each returned status so you can review incomplete items before deciding whether to retry.

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.

TriggerScheduled

Bulk Create Credentials (V2)

Creates multiple credentials in one batch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Clone Group

Creates a copy of an existing group.

ActionInstant

Create Collection

Creates a collection to organize groups.

ActionInstant

Create Attribute Key

Create a custom credential attribute key; a department is required.

ActionInstant

Create Evidence Item

Creates an evidence item for a credential.

ActionInstant

Create Group

Creates a new group.

ActionInstant

Create Credential

Create a credential for a recipient; the group must exist first.

ActionInstant

Delete Credential

Permanently deletes a credential.

ActionInstant

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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