Prepare a credential follow-up list on a schedule
Give credential follow-up a regular place in your week, with records gathered for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credentials
Lists credentials.
Why this helps
Follow-up gets dropped when credential checks depend on manual searches and memory.
- Gather credential records for a recurring follow-up checkpoint.
- Keep follow-up summaries based on returned records.
- Make run reports available where the team can act on them.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis which available credential records should be reviewed and what follow-up list to prepare from the returned data.
- 4Choose a recurring Notis schedule and set the run report destination.
- 5Test with one real example and confirm the list only includes supported information.
Questions about this workflow
Will it invent missing follow-up dates?
No. Any date or baseline not present in the returned records or supplied by you is missing and should be called out.
Can this send the credentials?
This workflow lists credential records for follow-up review. It does not send or issue them.
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.
Send a Credential
Sends a published credential by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create, issue, and send credential
Creates, issues, and sends a credential in one action.
List Attributes
List available credential attributes.
List Credential Interactions
Lists interaction events for a specific credential.
List Credentials
Lists credentials.
List Designs
Lists certificate and badge designs.
List Groups
Lists groups.
List Email Templates
List email templates available for credential delivery.
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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