Find the right existing group before campaign work
Search existing groups before a campaign starts, so credential plans are grounded in what is already set up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Groups
Searches groups and retrieves matching results.
Why this helps
Campaign preparation gets bogged down when nobody knows which credential group already exists or was recently updated.
- Search by group IDs, name, update dates, or metadata.
- Find an existing group before planning credential work.
- Reduce duplicate discovery and manual browsing.
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 groups using the campaign context and supplied criteria, then report matching groups for review.
- 4Choose the notis_cron trigger and set the recurring schedule, then choose where run reports should go.
- 5Test with one real campaign query and verify the group results.
Questions about this workflow
What group search criteria can be used?
The search action supports filtering by IDs, name, update dates, or metadata, and pagination.
Will it create a group if none match?
No. This action searches existing groups and reports the results.
Does the CRM campaign trigger this automatically?
No Agile CRM triggers are listed. The workflow runs on a Notis schedule.
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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