Recognize Partner Milestones From Salesforce Accounts
Account milestones can mark an important step in a partner relationship. Notis can review the updated account details and issue a credential when your requirements are met.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Partner recognition can be delayed when account milestones are tracked in Salesforce but credential work happens elsewhere.
- Use account creation or updates to prompt partner recognition.
- Apply explicit milestone criteria before issuing credentials.
- Reduce context switching between CRM updates and credential work.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Accredible certificates once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe the partner milestone, eligible recipient details, and credential to issue in one instruction.
- 4Pick the Salesforce Account Created or Updated trigger and choose where run reports go.
- 5Test with one real example and review the run report.
Questions about this workflow
Does an Account record always include a credential recipient?
Not necessarily. State how to find the recipient in available Salesforce data, or how the workflow should handle a missing recipient.
How does Salesforce detect Account updates?
The event uses LastModifiedDate as a high-watermark to capture both Account creations and updates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Accredible certificates. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Collection
Tool to create a new collection. use when you need a curated set of groups.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Evidence Item
Tool to create a new evidence item for a credential. use after confirming credential id.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create Group
Tool to create a new group. use after gathering all group details.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Group
Tool to delete a group. use after confirming no credentials remain and when you need to permanently remove the group.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce 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.