Add supporting proof to the credential record
Turn a reviewed evidence note into a credential artifact, with the recipient's credential clearly identified.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Evidence Item
Creates an evidence item for a credential.
Why this helps
Supporting proof can stay buried in CRM notes instead of being attached to the credential it supports.
- Add a new evidence item to a specific credential.
- Keep supporting documentation close to the credential record.
- Use a clear review request to avoid attaching evidence to the wrong record.
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 create evidence only when the request identifies the credential and includes approved evidence details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real reviewed evidence request and verify the item on the intended credential.
Questions about this workflow
Does this action need an existing credential?
Yes. The action is for creating evidence on a credential, so confirm the credential ID first.
Can this replace existing evidence?
No. It creates a new evidence item. Updating or deleting existing evidence uses separate actions.
How is this triggered?
An HTTP request starts the Notis webhook. Agile CRM trigger events are not available in this context.
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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