Review certificate and badge designs before a campaign
Make design discovery part of campaign planning, with relevant certificate or badge options ready for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Designs
Searches certificate and badge designs.
Why this helps
Campaign setup gets delayed when the team has to search design options from scratch each time.
- Filter designs by type or metadata.
- Prepare a shortlist for campaign review.
- Reduce repetitive design browsing before 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 designs by the type or metadata supplied for the CRM campaign and summarize relevant results.
- 4Choose the notis_cron trigger and set the recurring schedule, then choose where run reports should go.
- 5Test with one real campaign brief and verify the matching designs.
Questions about this workflow
What can this search filter on?
The search action supports design type, metadata, and pagination.
Does it create or edit a design?
No. It searches existing designs. Designer initialization is a different action.
Can it pick a design automatically?
Notis can summarize results against supplied campaign context, but the action description does not define automatic design selection rules.
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.