Spot credential records that need a closer look
Get a recurring triage list from credential metadata and the CRM context you have, so follow-up decisions are easier to make.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Credentials
Lists metadata for verifiable credentials.
Why this helps
Important credential follow-up can slip when dates, account notes and credential records live in separate places.
- Highlight records for review using available data and rules you state.
- Keep uncertain or missing dates visible instead of estimating them.
- Turn a scattered check into a concise human follow-up list.
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 available metadata should trigger review and what Agile CRM context to include.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and verify that missing fields are clearly identified.
Questions about this workflow
Does Dock certs credential metadata always include expiration dates?
That is not specified. The report can use dates returned by the action and should identify when a date is missing.
Will this workflow make renewal decisions?
It can flag records according to your stated criteria, but a person should decide follow-up when the data does not establish the next step.
Does it change credential status?
No. It retrieves metadata 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dock certs.