Issue welcome credentials for eligible new contacts
Turn approved new contacts into recognized participants.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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
New participant onboarding gets delayed by scattered manual steps.
- Starts onboarding from contact creation
- Uses an eligibility rule
- Reduces repetitive credential setup
Setup
Build it in a few focused steps.
- 1Connect Outlook and Accredible certificates in Notis.
- 2Create an automation named Issue welcome credentials for a new Outlook contact.
- 3Tell Notis to create credentials only when the contact includes the required eligibility and credential details.
- 4Pick New Contact Added as the trigger and choose a report channel.
- 5Test with one eligible contact.
Questions about this workflow
Will every contact receive a credential?
No. The instruction should require an explicit eligibility marker and complete details.
What if details are missing?
Notis can report the missing fields for follow up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Accredible certificates. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Collection
Tool to create a new collection. use when you need a curated set of groups.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Evidence Item
Tool to create a new evidence item for a credential. use after confirming credential id.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create Group
Tool to create a new group. use after gathering all group details.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook 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.