Turn completed policy sales into issued credentials
A completed sale can start credential issuance without another manual handoff. Send the sale and recipient details to Notis, then let it create the Accredible credential in the right group.
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
Recognizing a completed sale and then collecting recipient and credential details for separate entry creates a handoff that is easy to miss.
- Start issuance from a completed-sale request
- Keep recipient details and credential context together
- Reduce manual re-entry between sales and credential systems
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 that a completed policy sale should create an Accredible credential, and specify the group and required recipient details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real sale and confirm the credential was created in the intended group.
Questions about this workflow
Does AgencyZoom provide a native trigger for this workflow?
No AgencyZoom trigger event is listed here. A Notis webhook starts the automation when an HTTP request is sent.
What details are needed to issue the credential?
Provide the recipient details and the existing Accredible group to use. The automation should only issue when required details are present.
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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