Find the right certificate template from an email request
Get the available template list in response to a credential request, so the next decision is easier to make.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Templates
Tool to retrieve a list of all templates. use after authentication to fetch paginated certificate templates.
Why this helps
Finding the right certificate design can interrupt an otherwise straightforward credential request.
- Bring template discovery into the request workflow
- Reduce time spent searching separately
- Give the request owner a clear next step
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Accredible certificates once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to retrieve templates when a message requests or discusses a certificate design.
- 4Pick the New Email Received trigger and choose where run reports should go.
- 5Test with one real template inquiry and review the returned list.
Questions about this workflow
Does this choose and issue a credential automatically?
No. This workflow retrieves the available templates for review. It does not select a template or issue credentials.
Does it search templates by a custom name?
The listed action retrieves a paginated list of all templates. A targeted search capability is not specified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Accredible certificates. A trigger fires from one place; an action lands in another.
Agent mail 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)
Tool to bulk create credentials. use when batching up to 30 credentials in one call; supports multi-status (207) responses.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Group
Tool to clone an existing group. use after confirming the source group exists and you need a copy with optional overrides.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Collection
Tool to create a new collection. use when you need a curated set of groups.
Create Evidence Item
Tool to create a new evidence item for a credential. use after confirming credential id.
Create Group
Tool to create a new group. use after gathering all group details.
Delete Credential
Tool to delete a credential. use after confirming you want to permanently remove an existing credential. executes delete on /credentials/{credential id} endpoint and returns status code.
Delete Group
Tool to delete a group. use after confirming no credentials remain and when you need to permanently remove the group.
Delete Reference
Tool to delete a specific reference by id. use after confirming both credential id and reference id. example: "delete reference 1234 from credential 'abc123'."
Connect any two apps with Notis in the middle.
Agent mail 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.