Find the credential record you need
Describe the credential you're looking for and use Certifier's advanced search to locate matching records.
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
A broad list is hard to scan when you need a particular credential, recipient, or status.
- Search using advanced criteria and logical operators.
- Locate records by status, recipient, dates, or other properties.
- Review matching results in the workflow 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.
- 3Describe the credential criteria Notis should search for and how to summarize matches.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real search request and known criteria.
Questions about this workflow
What can I search by?
The action supports advanced criteria including status, recipient, dates, and other properties, with logical operators.
Will it change matching credentials?
No. It searches for credentials and returns matching records.
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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