Move cohort onboarding from task to credential
Keep the welcome credential close to cohort setup so recipients do not wait on a separate manual handoff.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Bulk Create Credentials (V2)
Tool to bulk create credentials. use when batching up to 30 credentials in one call; supports multi-status (207) responses.
Why this helps
New cohorts create repeated credential setup work at the exact time teams are coordinating many other onboarding details.
- Reduce repetitive credential setup for each cohort.
- Keep credential requests alongside onboarding work.
- Batch recipient requests when the cohort is ready.
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 qualifying cohort tasks and include recipient and credential details.
- 4Pick Asana's New Task Created trigger for the onboarding project.
- 5Choose a report channel and test with one real example.
Questions about this workflow
Does this run for every onboarding task?
Define which task represents a credential request and include the relevant cohort details.
Can I process an entire cohort together?
Yes, Bulk Create Credentials supports up to 30 credentials per call.
What if the task is only a draft?
Describe the readiness signal in your instruction and have Notis report incomplete requests rather than process them.
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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