Attach a reference to the right credential
Keep supporting references close to the credential they support, using details supplied with the CRM request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Reference
Create a reference for a credential recipient’s skills or achievements.
Why this helps
Reference details can be separated from the credential they were meant to validate, leaving a manual follow-up task.
- Attach a reference to a specific confirmed credential.
- Reduce switching between CRM context and Accredible.
- Use only reference details included in the incoming request.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Accredible certificates once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide its name and prompt.
- 3Tell Notis to add a reference only when the request identifies the credential and includes the reference details and authorization.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real request and verify the reference is attached to the intended credential.
Questions about this workflow
Can Notis add a reference if the credential is not identified?
The action is for a reference on a credential, so the request should identify the credential and include the required details before it runs.
Does this workflow detect a CRM change automatically?
No Agile CRM trigger events are listed. An HTTP request to the Notis webhook starts it.
Can it create the credential too?
This workflow uses the create-reference action. Credential issuance is a separate action and should be handled in a workflow configured for that outcome.
When this happens · Trigger
Do this · Action
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.
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
Do this · Action
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