Turn an Agile CRM approval into a certificate
Send a certificate when a contact is ready, without switching from your CRM to Accredible to repeat the details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Credential
Create a credential for a recipient; the group must exist first.
Why this helps
Approved contacts can sit waiting for credentials while someone manually transfers their details between systems.
- Reduce manual copying between CRM and credential records.
- Issue credentials only after the webhook supplies a clear approval.
- Keep each run focused on one contact and an existing group.
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 give it a name and prompt.
- 3Tell Notis to review the webhook payload and issue a credential only for an approved contact, using a confirmed existing group.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real approved contact and verify the resulting credential.
Questions about this workflow
Does this workflow listen for an Agile CRM event?
No. Agile CRM has no listed trigger events here. A notis_webhook starts the workflow when an HTTP request is sent to it.
Will it create a credential group if one is missing?
No. This action requires the group to exist. Confirm the intended group before asking Notis to issue the credential.
What should the webhook include?
Include enough context to identify the contact, confirm approval, and provide the credential details. The available source description does not specify an Agile CRM payload schema.
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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