Reuse a proven credential group for the next cycle
Carry a validated group structure into the next program cycle, with updates guided by the project brief.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Clone Group
Tool to clone an existing group. use after confirming the source group exists and you need a copy with optional overrides.
Why this helps
A new cycle can force teams to recreate credential setup details even when a suitable group already exists.
- Reuse an existing group structure for a new cycle.
- Keep clone requests grounded in the project brief.
- Reduce repeated setup work when programs recur.
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, identify the qualifying milestone, source group, and any desired overrides.
- 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 clone a group without confirming its source?
No. Confirm that the source group exists and identify it before cloning.
Can the clone use updated details?
Yes. The clone action supports optional overrides. Include the intended differences in your instruction.
Will this modify the original group?
The action clones an existing group. Specify the new cycle details as overrides when needed.
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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