Prepare certificate files as the project closes
At closeout, gather the published certificate PDFs while the project record still has the right context.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Generate PDFs for Credentials
Tool to generate pdfs for multiple credentials. use when you need to batch-download a zip archive of certificate pdfs for a list of published credential ids. example: "generate pdfs for credentials [10000005, 10272642]".
Why this helps
Closeout documentation often turns into a last-minute hunt for certificates and download links.
- Prepare multiple PDFs as a ZIP archive.
- Connect closeout deliverables to the project milestone.
- Reduce last-minute certificate retrieval.
Setup
Build it in a few focused steps.
- 1Connect Asana and Accredible certificates once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, define the closeout section and provide the published credential IDs to include.
- 4Pick Asana's Task Moved to Section trigger for the relevant project.
- 5Choose a report channel and test with one real example.
Questions about this workflow
Can this include unpublished credentials?
No. Generate PDFs for Credentials is intended for published credential IDs.
How are credentials chosen?
Include a list of published credential IDs in the task details or explain where Notis should find the list.
What will be returned?
The action generates a ZIP archive of certificate PDFs for the supplied credential IDs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Accredible certificates. A trigger fires from one place; an action lands in another.
Asana 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)
Tool to bulk create credentials. use when batching up to 30 credentials in one call; supports multi-status (207) responses.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Group
Tool to clone an existing group. use after confirming the source group exists and you need a copy with optional overrides.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Collection
Tool to create a new collection. use when you need a curated set of groups.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Evidence Item
Tool to create a new evidence item for a credential. use after confirming credential id.
New Task Created
Triggers when a new task is created in a project.
Create Group
Tool to create a new group. use after gathering all group details.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Delete Credential
Tool to delete a credential. use after confirming you want to permanently remove an existing credential. executes delete on /credentials/{credential id} endpoint and returns status code.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Delete Group
Tool to delete a group. use after confirming no credentials remain and when you need to permanently remove the group.
Task Updated
Triggers when a task is updated in a project.
Delete Reference
Tool to delete a specific reference by id. use after confirming both credential id and reference id. example: "delete reference 1234 from credential 'abc123'."
Connect any two apps with Notis in the middle.
Asana and Accredible certificates, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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