Surface credential records that may need attention
Describe the criteria that matter and get matching Certifier records together for review.
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
It takes focus to repeatedly scan records when you are looking for a specific status or delivery case.
- Search for records with advanced criteria.
- Use status, recipient, date, and other properties.
- Summarize matches for a focused review.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the criteria that define records needing attention and how to summarize results.
- 4Choose a webhook trigger and run report destination.
- 5Test using one real case with known matching criteria.
Questions about this workflow
Does Certifier define an exception status?
No specific exception status is defined here. Specify the criteria you want to search for using available credential properties.
Does this change a matching record?
No. It searches and reports matching credentials for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Certifier. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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