Make each API key's business context easier to review
Bring key metadata, purpose notes you provide and available CRM account context into one report for a deliberate human review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve API Keys
Lists all API keys for the account.
Why this helps
API keys can outlive the context that explains why they were created, leaving a reviewer to reconstruct their purpose.
- Keep purpose notes alongside key metadata in one report.
- Flag keys with missing or unclear business context.
- Make review decisions from stated context instead of guesswork.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dock certs once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, describe the purpose notes or criteria to use and what Agile CRM account context to include.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm missing purpose information is marked clearly.
Questions about this workflow
Does Dock certs return the original reason a key was created?
That is not specified for the Retrieve API Keys action. Provide purpose notes or mark purpose as unknown when unavailable.
Can Notis infer purpose from CRM data?
It can summarize supplied or returned context, but should not infer a purpose without supporting information.
Does the report change any key settings?
No. It retrieves API key details and prepares a report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dock certs. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Dock certs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create API Key
Creates a new API key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Creates a webhook endpoint.
Delete API Key
Deletes an API key.
Delete Credential
Deletes a verifiable credential.
Delete Tag
Permanently deletes a tag.
Delete Webhook
Deletes a webhook.
Retrieve API Key
Retrieves details about an API key.
Retrieve API Keys
Lists all API keys for the account.
Connect any two apps with Notis in the middle.
Agile CRM and Dock certs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dock certs.