Surface credential records for the next follow-up review
Set a recurring review for specific credential criteria and get a concise list of matching records to action in AgencyZoom.
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
Credential follow-ups can slip when no one remembers to run the same search and transfer the results into the sales workflow.
- Run a defined credential search on a schedule
- Bring matching records to a regular review
- Keep follow-up criteria explicit and reusable
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 the credential criteria to search and how matching records should be summarized for AgencyZoom follow-up.
- 4Choose a Notis recurring schedule and select where run reports should go.
- 5Test with one real search and confirm the results are useful for the follow-up review.
Questions about this workflow
Does this search update AgencyZoom records?
No AgencyZoom action is listed in this package. The workflow searches Accredible and reports matches for follow-up.
What criteria can be searched?
Specify supported criteria such as group, recipient, dates, or other credential attributes, using the search action's available operators.
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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No card. Works with personal or business Accredible certificates.