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Notis

Prepare a renewal cohort from an existing group

Reuse a confirmed group structure for a new cohort, with the request specifying the source and any changes to apply.

Trigger

Webhook received

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

Action

Clone Group

Creates a copy of an existing group.

Why this helps

Rebuilding a similar credential group for each cohort takes time and can lead to inconsistent setup.

  • Reuse a confirmed group as a starting point
  • Apply only overrides supplied in the request
  • Reduce repeated group setup

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 clone the specified existing group only after confirming it exists, applying only supplied overrides.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one renewal request and verify the cloned group.

Questions about this workflow

Can the workflow clone any group based on a name guess?

The request should identify the source group, and the automation should confirm it exists before cloning.

What does this workflow create?

It clones a group. It does not issue credentials for the cohort.

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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