See how a credential is being used
Bring credential engagement into the moment you review a CRM milestone, so follow-up has more context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Credential Analytics
View analytics for a specific credential, such as views and shares.
Why this helps
Credential engagement can be overlooked when it lives in a separate platform from the CRM milestone prompting follow-up.
- Retrieve analytics for a specific identified credential.
- Use available views, shares, and other events to inform follow-up.
- Reduce the effort of opening Accredible for a one-off check.
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 analytics for the credential identified in the incoming milestone request and summarize available engagement.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real milestone request and verify the credential analytics in the report.
Questions about this workflow
What analytics are available?
The action can retrieve analytics such as views, shares, or other events for a specific credential.
Does the request need a credential identifier?
Yes. The action retrieves analytics for a specific credential, so the request needs to identify it.
Does this workflow wait for an Agile CRM event?
No. Agile CRM trigger events are not listed. A webhook request starts the automation.
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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