Find credentials that need a status review
Ask for the specific credential statuses you care about and get a focused review list on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Credentials
Search credentials matching criteria such as status, recipient, or date.
Why this helps
Finding records that need follow-up takes time when each review starts with a broad search.
- Search for specific statuses and criteria.
- Reduce broad manual searches.
- Keep recurring review results in one report channel.
Setup
Build it in a few focused steps.
- 1Connect Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which credential criteria to search and how to summarize matching records.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real search and confirm the returned records match your criteria.
Questions about this workflow
What can the search check?
The Certifier search supports advanced criteria such as status, recipient, dates, and other available properties.
Will it automatically fix matching records?
No. This action searches credentials and returns results for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Certifier. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Certifier.