Bring the credential record into your follow-up
Get the credential details you need alongside a CRM follow-up request without a separate manual lookup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Credential
View a credential by its ID.
Why this helps
Follow-up slows down when the credential record and the conversation prompting action are in different places.
- Retrieve a specific credential by its identifier.
- Provide credential context for a CRM follow-up.
- Reduce manual app switching for a targeted lookup.
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 credential identified in the request and summarize relevant details for follow-up.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real credential identifier and verify the returned record.
Questions about this workflow
What is needed to retrieve the credential?
The request should identify the credential to retrieve.
Does this create or change a credential?
No. It views a credential by ID and returns its details.
Can Agile CRM start this through a native event?
No Agile CRM trigger events are listed here, so the workflow starts through a Notis webhook.
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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