Find credential records behind a WhatsApp inquiry
When someone asks about an award in WhatsApp, Notis can retrieve the credential list and help locate the record they mean.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
Why this helps
Searching credential records while keeping a chat conversation in view adds context switching to a simple status question.
- Bring credential lookup into the same workflow as the inquiry
- Use Notis to interpret returned credential records against the chat context
- Reduce manual back and forth when identifying a record
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 to use the supplied 2chat inquiry to retrieve the paginated Certifier credential list and identify relevant records; have it report if the inquiry lacks enough detail.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real inquiry and check that the returned record is the intended one.
Questions about this workflow
Does this workflow change or send a credential?
No. It retrieves the credential list and has Notis identify relevant records for the inquiry.
Can it search every credential in one request?
The action returns paginated credentials. The instruction can ask Notis to review returned pages as needed, subject to the data available.
What if the inquiry does not identify a recipient or award?
Ask Notis to report that more information is needed rather than guess which record matches.
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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