Pull credential details into a support request review
When a support request needs credential context, send the credential ID and let Notis retrieve the Dock cert details for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve Credential
Retrieves a verifiable credential by its unique ID.
Why this helps
Finding one credential's details while handling an account request can interrupt support work and slow a clear response.
- Retrieve details for a specific credential using its unique ID.
- Include the support context supplied with the request in the report.
- Avoid searching through unrelated credentials.
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 what credential details to retrieve and which supplied support context to include.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and check the returned details.
Questions about this workflow
What input is needed?
The request needs the credential's unique ID. If the credential was persisted with a password and the full credential is needed, the same password must also be supplied.
Will it return the full credential?
Without the password used to persist it, the action returns metadata only. Do not include passwords unless the connected action requires them.
Does this change the Agile CRM support record?
No CRM update action is listed. The workflow reports retrieved details with the request 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.