Review skill categories when a deal moves forward
Bring the available Accredible skill categories into view when a deal reaches the stage tied to a program decision.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
View All Skill Categories
Tool to retrieve all skill categories. use when you need to list all available skill categories (e.g., to link them to groups).
Why this helps
Program planning slows down when category research lives outside the deal context and gets forgotten.
- Retrieve the available skill category list at a relevant deal milestone.
- Have Notis summarize categories against criteria you provide.
- Keep results with the automation report channel you select.
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 the program criteria and the skill categories or themes you want summarized.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal update and review the category summary.
Questions about this workflow
Does this link skill categories to a group?
No. It retrieves the available categories and reports relevant findings; it does not update groups.
Where do the criteria come from?
Provide your program goals or category themes in the automation instruction so Notis can summarize the returned list.
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
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Deal Stage UpdatedTrigger
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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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