Keep credential interaction activity visible
Credential interactions can be easy to miss when they sit outside the team's regular review. Have Notis retrieve the events for a credential and summarize what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Checking interaction history manually adds another recurring task and makes it harder to spot follow-up needs.
- Gather interaction events into a recurring review
- Ask Notis to summarize returned activity in plain language
- Keep follow-up tied to a specific credential
Setup
Build it in a few focused steps.
- 1Connect 2chat and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis which Certifier credential to review, how to summarize its interaction events, and what details from 2chat context should guide any follow-up note.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real credential and confirm the interaction summary is useful.
Questions about this workflow
What does the interaction action need?
It needs a specific credential. Optional filtering and pagination can be included in the instruction when relevant.
Will it send a WhatsApp follow-up automatically?
No. The listed Certifier action retrieves interaction events. The workflow can summarize activity for review, but it does not send a 2chat message.
Can the schedule review every credential?
The action is for a specific credential. Provide the credential to review in the instruction; do not assume the action discovers all credential histories.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Certifier. A trigger fires from one place; an action lands in another.
2chat triggers
Certifier actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send a Credential
Tool to send a published credential via email. use after confirming the credential is published.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
List Designs
Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.
List Groups
Tool to list all groups. use when you need to retrieve groups with pagination (limit and cursor).
Connect any two apps with Notis in the middle.
2chat and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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