Bring relevant credential metadata into a case review
Give a credential-related case a focused lookup, then review the returned metadata with the request context in one place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve Credentials
Lists metadata for verifiable credentials.
Why this helps
Searching credential records while handling a customer case adds a separate task and can distract from resolving the request.
- Start a lookup from a submitted case request.
- Use optional pagination or filtering where supported by the action.
- Keep results scoped to the context provided with the request.
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 which credential metadata to retrieve and what case context to include.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and inspect the returned results.
Questions about this workflow
Can it return full credentials?
Retrieve Credentials returns credential metadata. Use Retrieve Credential for a specific credential when its unique ID is known; full retrieval may require the persistence password.
Can the action filter the results?
The action supports optional pagination or filtering, but available filter details depend on the tool's inputs.
Does this update the Agile CRM case?
No. The listed action retrieves credential metadata and the workflow can report results with supplied case context.
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.