Add credential evidence from Pipedrive notes
Keep proof of completion attached to the credential instead of buried in a sales note.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create Evidence Item
Tool to create a new evidence item for a credential. use after confirming credential id.
Why this helps
Evidence is scattered across notes and hard to find during verification or audits.
- Centralize supporting evidence
- Improve credential verification context
- Avoid copy and paste between systems
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Accredible certificates in Notis once.
- 2Create an automation that identifies achievement notes and states how to match each credential.
- 3Pick New Note Received as the trigger.
- 4Choose the run report destination and test with one real achievement note.
Questions about this workflow
What if a note does not identify a credential?
Notis can leave it unchanged and report that a credential id is required.
Can the evidence include the original note text?
Yes, if your instruction says to use the note content and any supplied link.
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
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No card. Works with personal or business Accredible certificates.