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Notis

Check the credential group before issuing

Confirm the group tied to a credential request before taking the next step, avoiding uncertainty at issuance time.

Trigger

Webhook received

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

Action

Get Group

Retrieve a group by its ID.

Why this helps

Issuing into the wrong group creates cleanup and makes credential requests harder to trust.

  • Retrieve details for a specific group before issuance.
  • Make the intended group visible in the run report.
  • Reduce avoidable errors in downstream credential work.

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 retrieve the group identified by the request and report its details for confirmation before issuance.
  • 4Choose the notis_webhook trigger and select where run reports should go.
  • 5Test with one real request and verify the group is the intended one.

Questions about this workflow

Does this workflow issue the credential?

No. It retrieves a specific group's details for confirmation. Credential creation is a separate action.

What does the request need?

It should identify the Accredible group whose details need to be checked.

Is there an Agile CRM trigger event?

No source events are listed for Agile CRM. The workflow starts from a Notis webhook.

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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