Connect Agile CRM to Accredible certificates
When something happens in Agile CRM, Notis takes the next step in Accredible certificates. Describe what you want in plain English, or start from one of the examples below.
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Ways Notis can move work from Agile CRM to Accredible certificates
Issue a Certificate for an Approved Agile CRM Contact
When an approved Agile CRM contact is ready for recognition, issue their Accredible certificate after confirming the correct group exists.
Batch Issue Approved Agile CRM Credentials
On a schedule, process a supplied batch of approved Agile CRM recipients and create up to 30 Accredible credentials in one call.
Add a CRM Supplied Reference to a Credential
When a webhook provides a credential and an authorized reference, add the reference to that Accredible credential.
Refresh Credential Details After a CRM Review
On a schedule, review supplied Agile CRM corrections and update an existing Accredible credential when the intended changes are clear.
Update Credential Evidence from a CRM Review
Use a webhook to apply a supplied correction to an existing evidence item after confirming the credential and evidence item identifiers.
Reconcile Issued Credentials Against a CRM Recipient List
On a schedule, search Accredible credentials using supplied recipient criteria and report which records need CRM follow-up.
Review Credential Engagement After a CRM Milestone
When a webhook signals a CRM milestone, retrieve analytics for the identified Accredible credential and report its engagement.
Review Credential Program Analytics on a Schedule
Schedule a recurring Accredible analytics report, optionally using date and group filters, to support CRM program reviews.
Pull Credential Details for a CRM Follow-Up
Use a webhook request to retrieve an identified Accredible credential and include its details in the follow-up context.
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Accredible certificates. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agile CRM and Accredible certificates
Connect any two apps with Notis in the middle.
Agile CRM and Accredible certificates, or any other combination from 1,000+ integrations.
When this happens · Trigger
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Accredible certificates.