Keep credential details aligned with reviewed CRM records
Apply clear corrections to existing credentials in a scheduled review, with a report of what Notis updated.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Credential
Updates an existing credential’s details.
Why this helps
Credential details can become stale when a correction is recorded in CRM but never carried over to Accredible.
- Apply confirmed corrections to existing credentials.
- Handle recipient information, descriptions, dates, or custom attributes supported by the action.
- Keep a run report for review of completed updates.
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 apply only explicit corrections from the supplied CRM review to identified existing credentials.
- 4Choose the notis_cron trigger and set the recurring schedule, then choose where run reports should go.
- 5Test with one real correction and confirm the updated credential details.
Questions about this workflow
What credential fields can this action update?
The action supports details such as description, dates, recipient information, and custom attributes.
Does the schedule search Agile CRM automatically?
The source description does not specify a data retrieval method or payload. The scheduled automation needs access to the reviewed CRM corrections.
Can this create a new credential?
No. This action updates an existing credential, which must be identified.
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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