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Notis

Keep credential references current from ClickUp

Turn a reference correction request into a focused update to the existing credential record.

Trigger

Task Created

Triggers when a new task is created in the configured Workspace.

Action

Update Reference

Tool to update a reference by id. use when you need to modify a reference's details for a credential. use after retrieving the reference id to change comments or relationship.

Why this helps

Reference corrections are easy to lose when the request is separated from the credential record and its reference identifier.

  • Keep correction requests connected to ClickUp.
  • Require both identifiers before updating a reference.
  • Make requested reference changes explicit.

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 reference updates.
  • 3Tell Notis to confirm the credential id and reference id, then update only the reference details explicitly provided in the task.
  • 4Pick the ClickUp Task Created trigger and choose where run reports should go.
  • 5Test with one real correction task and verified identifiers.

Questions about this workflow

What identifiers are needed?

The action is intended to update a reference by id, so confirm both the credential id and reference id before acting.

Can this create a new reference?

No. The listed action updates an existing reference. It requires a reference id retrieved or supplied through your process.

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.

TriggerScheduled

Bulk Create Credentials (V2)

Tool to bulk create credentials. use when batching up to 30 credentials in one call; supports multi-status (207) responses.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Clone Group

Tool to clone an existing group. use after confirming the source group exists and you need a copy with optional overrides.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Create Collection

Tool to create a new collection. use when you need a curated set of groups.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Create Evidence Item

Tool to create a new evidence item for a credential. use after confirming credential id.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Create Group

Tool to create a new group. use after gathering all group details.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

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.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Delete Group

Tool to delete a group. use after confirming no credentials remain and when you need to permanently remove the group.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

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'."

ActionInstant

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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