Make unknown API key ownership visible
See which API keys have a clear CRM relationship and which ones need a person to confirm ownership.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve API Keys
Lists all API keys for the account.
Why this helps
An API key without clear account context is difficult to prioritize, especially when ownership clues are spread across tools.
- Surface unmatched records for human follow-up.
- Avoid assigning ownership based on a guess.
- Use a consistent recurring review process.
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 counts as a reliable account match and how to report unmatched keys.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and review the match decisions.
Questions about this workflow
Can this workflow guarantee key ownership?
No. It can compare the returned data with supplied CRM context, but should only mark a match when the data supports it.
Will it change or delete unmatched keys?
No. It retrieves keys and reports potential ownership gaps for review.
What if the data contains no shared identifier?
The report should mark the key as unmatched and state that additional ownership context is needed.
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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