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Notis

Check available credential attributes before updating records

See which custom attribute keys already exist before asking Notis to use them in credential work.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Search Attribute Keys

Searches for custom attribute keys.

Why this helps

Custom data requests can become confusing when no one knows the exact credential attribute key to use.

  • Search attribute keys by name, department, or type.
  • Confirm existing keys before a credential update workflow.
  • Reduce guesswork around custom credential data.

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 search attribute keys using the name, department, or type criteria supplied in the request and report matches.
  • 4Choose the notis_webhook trigger and select where run reports should go.
  • 5Test with one real attribute lookup and verify the returned key details.

Questions about this workflow

What criteria can be used to search keys?

The action can search by name, department, or type, such as email type keys in a department.

Does this create a key?

No. This action searches existing keys. Creating a custom attribute key is a different action and requires a department ID.

What starts the search?

An HTTP request to the Notis webhook starts the workflow; no Agile CRM event trigger is listed.

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.

TriggerScheduled

Bulk Create Credentials (V2)

Creates multiple credentials in one batch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Clone Group

Creates a copy of an existing group.

ActionInstant

Create Collection

Creates a collection to organize groups.

ActionInstant

Create Attribute Key

Create a custom credential attribute key; a department is required.

ActionInstant

Create Evidence Item

Creates an evidence item for a credential.

ActionInstant

Create Group

Creates a new group.

ActionInstant

Create Credential

Create a credential for a recipient; the group must exist first.

ActionInstant

Delete Credential

Permanently deletes a credential.

ActionInstant

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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