Review available certificate templates during program planning
Find the available templates while the credential program is still being planned.
Trigger
Task Updated
Triggers when a task is updated. Fires for every kind of update on the task, including comments. If you only care about a specific property changing, prefer the dedicated trigger (`CLICKUP_TASK_STATUS_UPDATED`, etc.) — those are pre-filtered by ClickUp and produce less traffic. `changes[]` can carry any FieldChange variant (`StatusChange`, `PriorityChange`, `AssigneeAddChange`, `AssigneeRemoveChange`, `TagAddChange`, `TagRemoveChange`, `DueDateChange`, `TimeEstimateChange`, `TimeSpentChange`, `NameChange`, `ContentChange`, `CommentChange`, `CustomFieldChange`).
Action
List Templates
Tool to retrieve a list of all templates. use after authentication to fetch paginated certificate templates.
Why this helps
Template discovery can interrupt planning when teams need to switch tools and search manually.
- Bring template discovery into the program planning workflow.
- Return available templates for review.
- Reduce tool switching during setup.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Accredible certificates once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for template discovery.
- 3Tell Notis to retrieve available templates and summarize the returned options for the program planning task.
- 4Pick the ClickUp Task Updated trigger and choose where run reports should go.
- 5Test by updating one real planning task and review the run report.
Questions about this workflow
Does this choose a template automatically?
No. The listed action retrieves templates. The workflow can report the options, but choosing one should be based on a clear instruction and available information.
Why use task updated for this?
Program planning tasks can be updated as details emerge. The instruction should run template discovery only when the task is clearly about planning a credential program.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Accredible certificates. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
Create Collection
Tool to create a new collection. use when you need a curated set of groups.
Folder Deleted
Triggers when a Folder is deleted.
Create Evidence Item
Tool to create a new evidence item for a credential. use after confirming credential id.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Group
Tool to create a new group. use after gathering all group details.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
Delete Group
Tool to delete a group. use after confirming no credentials remain and when you need to permanently remove the group.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Accredible certificates, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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