Add issuer context to a credential brief
Bring the issuer organization details into the brief when a CRM request needs credential context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Issuer Details
View details about the authenticated issuer organization.
Why this helps
Credential briefs take extra research when issuer information sits outside the CRM conversation.
- Retrieve details about the authenticated issuer organization.
- Provide issuer context for a credential brief.
- Avoid a separate manual lookup for each 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 retrieve authenticated issuer details and include relevant information in the requested CRM brief.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real brief request and verify the issuer details returned.
Questions about this workflow
Whose issuer details are returned?
The action retrieves details about the authenticated Accredible issuer organization.
Does this action issue credentials?
No. It retrieves issuer information for a brief or review.
How does it run from Agile CRM?
Agile CRM has no listed trigger event here. An HTTP request to the Notis webhook starts it.
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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