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Prepare a client certificate PDF package

Collect the published credential IDs in the request and generate a downloadable PDF archive for the client handoff.

Trigger

Webhook received

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

Action

Generate PDFs for Credentials

Generates PDFs for multiple published credentials.

Why this helps

Finding published credentials and generating their PDFs one at a time interrupts client follow-up work.

  • Generate PDFs for multiple supplied credential IDs
  • Create a single archive for the handoff
  • Avoid repeated manual PDF retrieval

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 generate a PDF archive only for published credential IDs included in the request.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with a small list of published credential IDs and confirm the archive is available.

Questions about this workflow

Can this generate PDFs for unpublished credentials?

The action is described for published credential IDs. Supply only IDs that are published.

Does the action issue or publish credentials?

No. It generates PDFs for existing published credentials.

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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