Find issued credentials that need recipient follow-up
Check a prepared recipient list against Accredible and make the next follow-up easier to see.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Credentials V2
Searches credentials using advanced filters.
Why this helps
When credential work and CRM records drift apart, teams waste time checking recipients one by one.
- Search credentials with supported query fields and operators.
- Compare results with supplied recipient criteria for follow-up.
- Reduce manual lookups across a recipient list.
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 Accredible credentials using supplied recipient criteria and report matches or gaps for review.
- 4Choose the notis_cron trigger and set the recurring schedule, then choose where run reports should go.
- 5Test with a small real recipient list and verify the search results before broadening the review.
Questions about this workflow
What kinds of search filters are supported?
The v2 search supports query fields for advanced operators including eq, in, lt, gt, lte, and gte.
Does this workflow change credentials?
No. It searches credentials and reports results for review; it does not update or issue credentials.
Does the action know what Agile CRM contains?
The workflow can use recipient criteria supplied to it. The source description does not define an Agile CRM trigger or data 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Accredible certificates.