Verify credentials tied to AgencyZoom client workflows
Check a credential when a client or sales process needs a clear verification result, without switching between AgencyZoom and Dock certs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Verify Credential or Presentation
Verifies a verifiable credential or presentation.
Why this helps
Credential checks can get lost between client records, policy follow-ups, and the system that issued the credential.
- Get a verification result when an AgencyZoom-connected process sends a credential or presentation.
- Keep the check and its report in one automation run.
- Surface missing or invalid credential details for a person to resolve.
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 verify the credential or presentation received with the request and report the result.
- 4Choose the webhook trigger, then choose where run reports go.
- 5Test with one real example that includes a credential or presentation.
Questions about this workflow
Does AgencyZoom provide a trigger event for this workflow?
No AgencyZoom trigger event is specified here. A Notis webhook starts the automation when an HTTP request reaches it.
What does the request need to include?
It needs to provide the credential or presentation Dock certs should verify. The request contents depend on the process that sends it.
Does this workflow change the AgencyZoom record?
No AgencyZoom update action is specified. Notis reports the Dock certs verification result to the report channel you select.
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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