Find a suitable certificate template for a new contact
Get a quick view of available templates when a new contact arrives, using the criteria you care about.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
List Templates
Tool to retrieve a list of all templates. use after authentication to fetch paginated certificate templates.
Why this helps
Searching a template list and comparing it with a new program request adds another context switch.
- Retrieve the available template list when a contact is created.
- Ask Notis to summarize templates against criteria you provide.
- Receive the result in your chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Accredible certificates once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis what template characteristics to look for and what summary to report.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and review the template summary.
Questions about this workflow
Does this select or issue a certificate?
This workflow retrieves templates and reports findings. It does not issue a credential.
Can Notis know which template is right for a program?
Give Notis your selection criteria. The template list provides available templates, but program suitability depends on the criteria you supply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Accredible certificates. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Create Collection
Tool to create a new collection. use when you need a curated set of groups.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Evidence Item
Tool to create a new evidence item for a credential. use after confirming credential id.
Create Group
Tool to create a new group. use after gathering all group details.
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.
Delete Group
Tool to delete a group. use after confirming no credentials remain and when you need to permanently remove the group.
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.
Hubspot and Accredible certificates, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Accredible certificates.