Review credential details without losing Agiled context
Bring the credential record and its related work together in one concise review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credential
View a credential by its ID.
Why this helps
Checking credential status separately from project context adds extra searching and mental bookkeeping.
- Retrieve detailed data for a specified credential ID.
- Summarize the credential next to its Agiled context.
- Make periodic credential reviews easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Accredible certificates once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to retrieve the specified credential details and summarize them with the matching Agiled project or recipient context.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one known credential and check the summary against its record.
Questions about this workflow
Does this search for credentials automatically?
The selected action retrieves a credential by ID. Provide the ID or have the instruction obtain it from a clear Agiled record.
Can Notis update a credential based on this review?
This workflow is for review. Updating requires a separate instruction and the Accredible update credential action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Accredible certificates. A trigger fires from one place; an action lands in another.
Agiled triggers
Accredible certificates actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Create Credentials (V2)
Creates multiple credentials in one batch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Group
Creates a copy of an existing group.
Create Collection
Creates a collection to organize groups.
Create Attribute Key
Create a custom credential attribute key; a department is required.
Create Evidence Item
Creates an evidence item for a credential.
Create Group
Creates a new group.
Create Credential
Create a credential for a recipient; the group must exist first.
Delete Credential
Permanently deletes a credential.
Connect any two apps with Notis in the middle.
Agiled and Accredible certificates, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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