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Notis

Correct supporting evidence without losing its credential link

Route a clear evidence correction to the credential it belongs to and keep the update easy to verify.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Evidence Item

Updates an existing evidence item for a credential.

Why this helps

Supporting evidence can contain outdated details even after someone has recorded a correction in CRM.

  • Update an existing evidence item instead of recreating it.
  • Keep the credential and evidence identifiers explicit in the request.
  • Make corrections easier to review 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 update an evidence item only when the request identifies its credential and evidence item and includes the correction.
  • 4Choose the notis_webhook trigger and select where run reports should go.
  • 5Test with one real evidence correction and verify the updated item under the intended credential.

Questions about this workflow

Does this workflow add a new evidence item?

No. It updates an existing evidence item. Creating new evidence uses a different Accredible action.

What identifiers are needed?

The request should identify the credential and the evidence item to update, along with the intended correction.

How does the workflow start?

It starts when an HTTP request reaches the Notis webhook. Agile CRM trigger events are not available in this package.

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.

TriggerScheduled

Bulk Create Credentials (V2)

Creates multiple credentials in one batch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Clone Group

Creates a copy of an existing group.

ActionInstant

Create Collection

Creates a collection to organize groups.

ActionInstant

Create Attribute Key

Create a custom credential attribute key; a department is required.

ActionInstant

Create Evidence Item

Creates an evidence item for a credential.

ActionInstant

Create Group

Creates a new group.

ActionInstant

Create Credential

Create a credential for a recipient; the group must exist first.

ActionInstant

Delete Credential

Permanently deletes a credential.

ActionInstant

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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