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Plan credential routing with a current group directory

Refresh group context before quarterly work creates a rush of credential requests.

Trigger

Recurring schedule

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

Action

List Groups

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

Why this helps

Outdated group knowledge causes avoidable routing errors during busy planning periods.

  • Refreshes group routing context
  • Supports paginated group results
  • Reduces planning-time confusion

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Certifier once in the Notis portal.
  • 2Create a scheduled automation for the quarterly group directory audit.
  • 3Tell Notis to list Certifier groups and summarize the groups relevant to the upcoming credential plan.
  • 4Pick the recurring schedule and report destination.
  • 5Test with one real planning cycle.

Questions about this workflow

Does this edit groups?

No. It only retrieves and summarizes the available groups.

Can the summary focus on one program?

Yes. Include the program or routing context in the automation instruction.

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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