Review credentials with your CRM context in one report
Give yourself a recurring, focused view of Dock certs credentials and the Agile CRM account context you want to consider.
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
Credential reviews can become scattered across a credential list and CRM records, making it easy to miss which accounts need attention.
- Bring credential metadata into a recurring review routine.
- Use available Agile CRM account context to make the report easier to triage.
- Keep decisions about credential status with the reviewer.
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 review and what Agile CRM context to include in the report.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and check that the report uses only available metadata.
Questions about this workflow
Does this workflow delete or revoke credentials?
No. It retrieves credential metadata for review; the listed target action does not delete or revoke credentials.
Can it match credentials to Agile CRM accounts automatically?
Only if the returned data contains a usable shared identifier or you supply matching context. Do not assume a link exists when the data does not provide one.
Can the report confirm whether a credential is still needed?
Not from credential metadata alone. Provide the business rule or have a person make that decision from the 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.