Prepare Customer Certificate PDFs From Opportunity Updates
When a sales milestone calls for a certificate copy, Notis can generate PDFs for the published credentials referenced in your Salesforce data.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Finding the right published credential IDs and requesting PDF copies adds avoidable work after a customer milestone.
- Prepare PDFs for published credentials associated with an Opportunity.
- Reduce manual lookup of credential IDs.
- Use an existing sales milestone to prompt document preparation.
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.
- 3State which Opportunity changes qualify and how to identify published credential IDs in one instruction.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real example and review the run report.
Questions about this workflow
Can this create PDFs for credentials that are not published?
The PDF action is for published credential IDs. Make sure your instruction selects only credentials that meet that requirement.
What if Salesforce does not store Accredible credential IDs?
The workflow needs those IDs in the returned data or another reliable source you provide. Otherwise Notis cannot know which PDFs to generate.
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
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No card. Works with personal or business Accredible certificates.