Find certificate templates when a course starts
Set the certificate direction before the first session begins.
Trigger
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Action
List Templates
Tool to retrieve a list of all templates. use after authentication to fetch paginated certificate templates.
Why this helps
Certificate design decisions are often postponed until the course is already underway.
- Starts credential planning early
- Reduces template hunting
- Creates a repeatable course setup step
Setup
Build it in a few focused steps.
- 1Connect Zoom and Accredible certificates once in Notis.
- 2Create an automation for new course setup.
- 3Tell Notis the course context and template criteria to use.
- 4Pick New Meeting Created as the trigger and choose a report channel.
- 5Test with one new course meeting.
Questions about this workflow
Will it create the group too?
No. This workflow lists templates; create or clone a group separately when needed.
What criteria can I provide?
Describe the audience, credential type, visual preferences, or existing template naming rules.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Accredible certificates. A trigger fires from one place; an action lands in another.
Zoom 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.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Create Collection
Tool to create a new collection. use when you need a curated set of groups.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
Create Evidence Item
Tool to create a new evidence item for a credential. use after confirming credential id.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Create Group
Tool to create a new group. use after gathering all group details.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
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 Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Delete Group
Tool to delete a group. use after confirming no credentials remain and when you need to permanently remove the group.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
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.
Zoom 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.