Keep the credential group inventory ready for planning
Schedule a group search with the criteria you care about, then review the results alongside AgencyZoom program planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Groups
Searches groups and retrieves matching results.
Why this helps
Program planning can start with an incomplete group inventory when teams rely on old notes or manual searches.
- Refresh a group inventory on a recurring schedule
- Use specified names, IDs, dates, or metadata as criteria
- Prepare planning with current search results
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 group criteria to search and how to summarize results for program planning.
- 4Choose a Notis recurring schedule and select where run reports should go.
- 5Test with one real search and confirm the inventory matches the requested criteria.
Questions about this workflow
Does this change or create groups?
No. It searches groups and reports the matching inventory.
What should the schedule be?
Choose a recurring schedule that fits the team's program planning rhythm.
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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