Generate a certificate PDF bundle from a deal
Prepare a shareable certificate archive without hunting through credential records.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
PDF requests create last minute manual download work after a deal milestone.
- Speed up customer handoff
- Bundle multiple published credentials
- Keep downloads tied to deal context
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Accredible certificates in Notis once.
- 2Create an automation that identifies deals with published credential ids and states when to generate the bundle.
- 3Pick New Deal Received as the trigger.
- 4Choose where reports go and test with one deal containing valid credential ids.
Questions about this workflow
Can this generate PDFs for unpublished credentials?
No. The action is intended for published credential ids.
Where does the archive result appear?
Notis includes the action result in the run report channel you select.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Accredible certificates. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Collection
Tool to create a new collection. use when you need a curated set of groups.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Evidence Item
Tool to create a new evidence item for a credential. use after confirming credential id.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive 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.