Check credential records before following up
Bring the credential list into the request review so the next step is based on returned records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Credentials
Lists credentials.
Why this helps
Following up without checking the current credential records can create duplicate effort and uncertainty.
- Check returned credential records before deciding what to do.
- Reduce context switching during follow-up.
- Keep the decision context in a run report.
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 add a name and prompt.
- 3Describe the request context and ask Notis to retrieve and summarize relevant credential records.
- 4Choose a webhook trigger and a report channel.
- 5Test with one real follow-up request and review the returned records.
Questions about this workflow
Will this send or issue a credential?
No. It lists credentials so you can review records before deciding on follow-up.
Can it retrieve a specific matching record?
For advanced criteria such as recipient, status, or dates, use the Search Credentials action.
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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