Find eligible records without a matching credential
A scheduled reconciliation can surface eligible recipients whose credential may still 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
Eligibility lists and issued credentials can diverge, making it hard to spot who still needs follow-up.
- Spot likely issuance gaps from available records.
- Review matching results without checking each system manually.
- Keep unresolved or ambiguous matches in a report.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Accredible certificates once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, tell Notis how to compare eligible AnyDB records with Accredible search results and report missing or ambiguous matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real eligibility set and review the matches.
Questions about this workflow
Does this workflow create credentials?
No. It searches Accredible credentials and reports comparisons. Credential creation would be a separate workflow.
Can it know whether an eligible recipient was issued a credential in the past?
It can compare the records and search results available to it. Your instruction should specify matching information present in both systems and report ambiguous matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Accredible certificates. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Accredible certificates, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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