Update an Accredible group when program details change
Turn a clear CRM update into a precise group change with a traceable report.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Update Group
Tool to update an existing group. use when you need to modify group details after fetching its current data.
Why this helps
Program changes are recorded in notes but never reach the credential setup.
- Reduce stale group details
- Apply approved changes quickly
- Keep an execution trail
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Accredible certificates in Notis once.
- 2Create an automation that identifies approved group changes and states the group id and intended update.
- 3Pick New Note Received as the trigger.
- 4Choose where reports go and test with one note containing a safe update.
Questions about this workflow
Will every note update a group?
Only notes that match the approval and identification rules in your instruction.
What happens when the group id is missing?
Notis can report the note for follow up without making a change.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Accredible certificates.