Know which certificate templates are available
Keep a clear view of available certificate templates when planning a campaign or recognition workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists available certificate templates.
Why this helps
Teams can lose time choosing a template when the available options are not easy to find during CRM planning.
- Retrieve the available templates after authentication.
- Support planned credential work with a current inventory.
- Reduce manual browsing during campaign preparation.
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 paginated template list and summarize options relevant to the supplied CRM planning context.
- 4Choose the notis_cron trigger and set the recurring schedule, then choose where run reports should go.
- 5Test by reviewing one real template inventory and confirming the pagination is handled.
Questions about this workflow
Does this action create or edit a template?
No. It retrieves a paginated list of certificate templates.
Can it know which templates suit a campaign?
Notis can summarize the returned list against campaign context supplied to it, but the action description does not define template suitability rules.
Does Agile CRM start the schedule?
No. The trigger is a recurring Notis schedule because no Agile CRM trigger events are 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.
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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No card. Works with personal or business Accredible certificates.