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Notis

Turn new Pipedrive deals into Accredible credentials

Move a newly created deal toward delivery by issuing the right digital credentials in one guided run.

Trigger

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

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

Certificate fulfillment gets forgotten while deal details live in another system.

  • Reduce manual certificate entry
  • Batch up to 30 credentials in one run
  • Keep fulfillment close to deal creation

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Accredible certificates in Notis once.
  • 2Create an automation and describe which new deals qualify and who should receive credentials.
  • 3Pick New Deal Received as the trigger.
  • 4Choose where run reports should be sent, then test with one real deal.

Questions about this workflow

Can this issue more than one certificate?

Yes. Tell Notis to batch eligible recipients, up to 30 credentials per call.

What if the deal lacks recipient details?

Notis can flag the deal in the run report and ask you to provide the missing information.

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.

TriggerScheduled

Bulk Create Credentials (V2)

Tool to bulk create credentials. use when batching up to 30 credentials in one call; supports multi-status (207) responses.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Clone Group

Tool to clone an existing group. use after confirming the source group exists and you need a copy with optional overrides.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

Create Collection

Tool to create a new collection. use when you need a curated set of groups.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

Create Evidence Item

Tool to create a new evidence item for a credential. use after confirming credential id.

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

Create Group

Tool to create a new group. use after gathering all group details.

ActionInstant

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.

ActionInstant

Delete Group

Tool to delete a group. use after confirming no credentials remain and when you need to permanently remove the group.

ActionInstant

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'."

ActionInstant

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.