Get a recurring credential inventory summary
Set a schedule for a routine view of the Certifier credentials you want to keep an eye on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credentials
Lists credentials.
Why this helps
Credential reviews are easy to postpone when they depend on remembering to open Certifier and run a report.
- Run the inventory review on a recurring schedule.
- Reduce the need to remember a manual lookup.
- Get results where you receive run reports.
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 its name and prompt.
- 3Describe which credentials to retrieve and how Notis should summarize the list.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real inventory run before relying on the schedule.
Questions about this workflow
Can I choose how often it runs?
Choose the recurring schedule in the Notis automation setup.
Does the workflow make changes to credentials?
No. It retrieves the credential list 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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