Review available certificate templates when a program is ready
At the publishing milestone, bring the current template options into the workflow so the next decision is easier.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
List Templates
Tool to retrieve a list of all templates. use after authentication to fetch paginated certificate templates.
Why this helps
Teams can reach launch readiness and still lose time locating the latest certificate template options.
- Surface template choices at the right project milestone.
- Avoid manual tool switching to retrieve template options.
- Support a timely decision before issuing credentials.
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, describe which section move means templates should be reviewed and where the results should be reported.
- 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
Does this select a template automatically?
No. List Templates retrieves the available templates. The workflow can report options for a person to review.
Is the template list current?
The action retrieves templates after authentication. Notis can report the returned options when the trigger occurs.
Can I restrict this to a particular milestone?
Describe the qualifying milestone in the instruction and use the Task Moved to Section trigger.
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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