Archive certificate PDFs every month
Keep a predictable offline archive without another admin task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate PDFs for Credentials
Tool to generate pdfs for multiple credentials. use when you need to batch-download a zip archive of certificate pdfs for a list of published credential ids. example: "generate pdfs for credentials [10000005, 10272642]".
Why this helps
Certificate archives are often created only when someone urgently needs them.
- Creates a dependable archive cadence
- Supports selected published credentials
- Produces a completion report
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates in Notis.
- 2Create an automation named Archive selected certificate PDFs monthly.
- 3Tell Notis which published credential ids or selection criteria to include in the PDF archive.
- 4Choose a monthly schedule and select a report channel.
- 5Test with one immediate run.
Questions about this workflow
Can it archive unpublished credentials?
The action is intended for published credential ids, so exclude unpublished records.
Where does the archive go?
The action generates the archive and the run report indicates its result.
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.