Bring credential program activity into regular reviews
See credential activity on a predictable schedule and bring the useful findings into your CRM review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Analytics
Retrieve credential analytics, such as views and shares.
Why this helps
Program reviews take longer when credential activity is scattered across dashboards and checked inconsistently.
- Retrieve analytics across credentials with optional date and group filters.
- Create a repeatable input for program reviews.
- Keep relevant credential activity in the run report.
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 credential analytics for the review period and any confirmed group filters, then summarize the findings.
- 4Choose the notis_cron trigger and set the recurring schedule, then choose where run reports should go.
- 5Test one real reporting period and confirm the dates and group scope are correct.
Questions about this workflow
Can I filter analytics by date or group?
Yes. The action supports optional date and group filters.
Does this action return analytics for one credential only?
This is the general analytics action for credentials. A separate action retrieves analytics for a specific credential.
Does it update Agile CRM?
The listed action retrieves Accredible analytics. The resulting report can inform your CRM review, but this workflow does not write to Agile CRM.
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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