Pull credential details into a client follow-up
Give a follow-up owner the relevant Dock credential details from a request, without searching for them by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve Credential
Retrieves a verifiable credential by its unique ID.
Why this helps
A client follow-up can stall when the credential ID is in one workflow and its details live in another.
- Retrieve a credential by its unique ID when a request arrives.
- Include the credential details in a run report for follow-up.
- Make missing IDs or decryption requirements visible.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Dock certs once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve the Dock credential by the ID included in the request and report the result.
- 4Choose the webhook trigger, then choose where run reports go.
- 5Test with one real request containing a credential ID and any required password.
Questions about this workflow
What must the webhook request include?
It must include the credential's unique ID. If a password was used to persist the credential and you need the full credential, include the same password.
What happens if I do not provide the password?
Dock certs returns metadata only when the credential was password-protected and the password is not provided.
Does this update the AgencyZoom client record?
No. The available action retrieves Dock certs details and Notis reports the result. No AgencyZoom write action is specified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dock certs. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Dock certs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create API Key
Creates a new API key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Creates a webhook endpoint.
Delete API Key
Deletes an API key.
Delete Credential
Deletes a verifiable credential.
Delete Tag
Permanently deletes a tag.
Delete Webhook
Deletes a webhook.
Retrieve API Key
Retrieves details about an API key.
Retrieve API Keys
Lists all API keys for the account.
Connect any two apps with Notis in the middle.
Agencyzoom and Dock certs, 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 Dock certs.