Check presentations submitted with CRM requests
Review a submitted presentation through Dock certs and keep the result beside the request details 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
Manually checking a presentation while reviewing a CRM request creates extra steps and leaves results harder to trace.
- Verify a presentation when a request arrives.
- Summarize the verification result alongside supplied request context.
- Reduce manual back and forth during identity checks.
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 supplied presentation to verify and what request context to include.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and review the result.
Questions about this workflow
Does the verification action support presentations?
Yes. The listed action verifies a verifiable credential or presentation.
Does it issue a credential?
No. It verifies an item supplied with the request.
Can it decide whether a customer request should be approved?
It can report the verification outcome. Any separate business approval rule must be provided and should be applied by the appropriate reviewer.
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.