Gather credential records before following up
Get credential metadata into the run report so the next follow-up starts with context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve Credentials
Tool to retrieve a list of credential metadata. Use when you need to collect credential details with optional pagination or filtering after authentication.
Why this helps
Following up on a credential question takes longer when you have to search records after reading the chat.
- Retrieve credential metadata for review.
- Use available pagination or filtering when the lookup needs it.
- Keep a credential follow-up grounded in returned records.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Dock certs once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the credential records Notis should retrieve for the follow-up.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and check that the returned metadata supports the follow-up.
Questions about this workflow
Does this retrieve full credential contents?
The action retrieves credential metadata. Use Retrieve Credential when you need a specific credential by unique ID and have any required password.
Can the lookup be filtered?
The action supports optional pagination or filtering. Describe the information you need in the automation prompt.
What starts the automation?
A Notis webhook HTTP request, configured to be sent in response to a relevant 2chat workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Dock certs. A trigger fires from one place; an action lands in another.
2chat triggers
Dock certs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create API Key
Tool to create an API key. Use when you need to generate a new API key with optional alias and IP allowlist.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a webhook endpoint. Use when you need Dock.io to push event notifications to your service.
Delete API Key
Tool to delete a specific API key. Use after confirming the API key's ID via list_api_keys.
Delete Credential
Tool to delete a verifiable credential. Use after confirming the credential is no longer needed.
Delete Tag
Tool to delete a specific tag. Use when you have a tag ID and want to permanently remove it.
Delete Webhook
Tool to delete a specific webhook. Use after confirming the webhook's ID via list_webhooks.
Retrieve API Key
Tool to retrieve details of an API key. Tries single-key endpoint first, then falls back to listing and filtering.
Retrieve API Keys
Tool to list all API keys. Use when you need to retrieve all API keys for the authenticated account.
Connect any two apps with Notis in the middle.
2chat and Dock certs, 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 Dock certs.