Find the right department for credential planning
Make the organizational scope clear before planning credentials for a CRM program.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Departments
Searches departments or retrieves a paginated department list.
Why this helps
Credential planning can stall when the team is unsure which department should own the work.
- Search departments by name or retrieve a paginated list.
- Clarify which department is relevant to a program review.
- Prepare for department scoped attribute or credential work.
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 departments using the supplied CRM program context and report likely matches for confirmation.
- 4Choose the notis_cron trigger and set the recurring schedule, then choose where run reports should go.
- 5Test with one real program query and confirm the department result before using it downstream.
Questions about this workflow
What can the department search do?
It can search by department name or retrieve a paginated list.
Does this action create a department?
No. The listed action searches departments.
Can the result be used to create an attribute key?
The search can help identify a department, but the create attribute key action requires the department ID and is a separate workflow.
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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