Verify credentials submitted with Agile CRM requests
Check a submitted credential with Dock certs and keep the verification result alongside the request context you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Verify Credential or Presentation
Verifies a verifiable credential or presentation.
Why this helps
Checking an incoming credential separately from its CRM request makes verification slower and easier to overlook.
- Run verification when an HTTP request supplies a credential or presentation.
- Summarize the verification outcome for quick review.
- Keep relevant Agile CRM request details with the report when supplied.
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 to verify and which supplied Agile CRM request details to include in the report.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and review the verification result.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when an HTTP request arrives. Agile CRM trigger events are not available in this setup.
Does the action verify credentials only?
The listed action verifies a verifiable credential or presentation. The request must supply the item to verify.
Does verification automatically update an Agile CRM record?
No update action is listed. Notis can include supplied CRM context in its run report, but this workflow does not change CRM records.
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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