Make credential review a repeatable part of content operations
Set a regular review rhythm and give Notis the criteria to find the credentials that need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Credentials V2
Searches credentials using advanced filters.
Why this helps
Credential follow-up can slip when review depends on remembering to search across groups and dates manually.
- Run a repeatable credential search
- Use supported group, recipient and date filters
- Bring review results into a Notis run report
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Accredible certificates once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which supplied group, recipient or date criteria to use for the review search.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real set of search criteria and confirm the returned review list.
Questions about this workflow
Does this search retrieve Agility CMS content?
No. The listed search action searches Accredible credentials. Any Agility CMS context or review criteria must be supplied.
What filters are supported?
The action supports searches by group, recipient, dates and other attributes, with advanced operators including eq, in, lt, gt, lte and gte.
Does the workflow update credentials?
No. It searches and returns credential results for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Accredible certificates. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Accredible certificates, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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