Bring credential history into a support review
When a question comes in, ask Notis to fetch the interaction events for the named credential and summarize them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Credential Interactions
Lists interaction events for a specific credential.
Why this helps
Answering a credential question can require pausing support work to track down its interaction history.
- Retrieve events for a specific credential.
- Summarize interaction history for a support review.
- Keep the lookup result with the request's 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, with a name and prompt.
- 3Ask Notis to use the credential identified in the request to retrieve and summarize its interactions.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real support request and a known credential.
Questions about this workflow
Does this answer the support request automatically?
It retrieves and summarizes credential interactions. Use the summary to inform your response.
What if the request does not identify a credential?
The action requires a specific credential. Include its identifier in the request or clarify it before running the lookup.
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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