Issue credentials when a deal reaches your chosen stage
When a deal reaches the milestone you choose, start the credential process for its eligible recipients.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
A customer milestone can pass without the team remembering to start credentialing for the people involved.
- Tie credential issuance to a meaningful deal milestone.
- Apply your stated recipient rules and program details consistently.
- See run results in the report channel you choose.
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.
- 3Describe which deal stage qualifies, who should receive credentials, and the Accredible group, template, and credential details.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal update and inspect the run report.
Questions about this workflow
Can I choose which deal stage starts the workflow?
Yes. State the qualifying stage in the instruction and select the Deal Stage Updated trigger.
Will it know which people should receive a credential?
Describe the recipient rule, such as the associated contact, and confirm the needed recipient information is available from HubSpot.
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
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No card. Works with personal or business Accredible certificates.