Bring credential engagement into account reviews
Gather credential views, shares, and other available activity on a schedule, then use the summary to inform account reviews.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Analytics
Retrieve credential analytics, such as views and shares.
Why this helps
Account reviews can miss credential engagement when analytics are gathered only after someone remembers to look.
- Create a repeatable analytics review
- Use an explicit group and date scope
- Give account conversations more credential activity context
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 analytics date range and group scope, and ask Notis to summarize the returned activity for account review.
- 4Choose a Notis recurring schedule and select where run reports should go.
- 5Test with one real analytics request and check that the summary reflects the chosen scope.
Questions about this workflow
Does the action define the date range automatically?
Specify the date range and group scope in the automation instruction so the review has a clear boundary.
Will this automatically update AgencyZoom?
No AgencyZoom action is listed. The workflow prepares Accredible analytics for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Accredible certificates.