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Check credential status before handing off a job

Answer the credential question while preparing the next project handoff, with a targeted Certifier search.

Trigger

Webhook received

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

Action

Search Credentials

Search credentials matching criteria such as status, recipient, or date.

Why this helps

A handoff can stall when no one knows whether the expected credential exists or what status it has.

  • Search credentials by supported status, recipient, dates, and other properties.
  • Use logical criteria to narrow the search.
  • Keep the status check connected to the job handoff request.

Setup

Build it in a few focused steps.

  • 1Connect Acculynx and Certifier once in the Notis portal.
  • 2Create an automation in Automations, New Automation.
  • 3Describe which credential criteria to search when a job handoff request arrives.
  • 4Choose the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real handoff and review the returned search results.

Questions about this workflow

What can the search use?

Certifier supports advanced criteria including status, recipient, dates, and other credential properties, with logical operators.

Does this workflow issue or send credentials?

No. It searches for credentials to support a job handoff status check.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Acculynx triggers

Certifier actions

Recurring trigger

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

TriggerScheduled

Send a Credential

Sends a published credential by email.

ActionInstant

Webhook trigger

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

TriggerInstant

Create, issue, and send credential

Creates, issues, and sends a credential in one action.

ActionInstant

List Attributes

List available credential attributes.

ActionInstant

List Credential Interactions

Lists interaction events for a specific credential.

ActionInstant

List Credentials

Lists credentials.

ActionInstant

List Designs

Lists certificate and badge designs.

ActionInstant

List Groups

Lists groups.

ActionInstant

List Email Templates

List email templates available for credential delivery.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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