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Keep quarterly credential records reviewable

Use a predictable quarterly check to keep credential reporting from becoming a scramble.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Credentials

Tool to list credentials. use after authentication to retrieve paginated credentials.

Why this helps

Credential records go unreviewed until an audit or reporting deadline creates pressure.

  • Creates a repeatable quarterly checkpoint
  • Summarizes paginated records
  • Supports governance and reporting preparation

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Certifier once in the Notis portal.
  • 2Create a scheduled automation for the quarterly record check.
  • 3Tell Notis to list Certifier credentials and summarize records relevant to the supplied governance scope.
  • 4Pick the recurring schedule and report destination.
  • 5Test with one real scheduled run.

Questions about this workflow

What scope should I provide?

State the credential program, period, or reporting purpose Notis should use when summarizing results.

Can it identify missing records?

Only when the expected record list or baseline is supplied; otherwise it should report that the baseline is unavailable.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 0CodeKit to Certifier. A trigger fires from one place; an action lands in another.

0CodeKit triggers

Certifier actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Send a Credential

Tool to send a published credential via email. use after confirming the credential is published.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create, issue, and send credential

Tool to create, issue, and send a credential in a single request. use when group id and recipient details are ready.

ActionInstant

List Credential Interactions

Tool to list credential interactions. use when you need to retrieve interaction events for a specific credential, with optional filtering and pagination.

ActionInstant

List Credentials

Tool to list credentials. use after authentication to retrieve paginated credentials.

ActionInstant

List Designs

Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.

ActionInstant

List Groups

Tool to list all groups. use when you need to retrieve groups with pagination (limit and cursor).

ActionInstant

Connect any two apps with Notis in the middle.

0CodeKit and Certifier, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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