Keep credential delivery templates easy to review
Have Notis bring the available email templates into a recurring review report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Email Templates
List email templates available for credential delivery.
Why this helps
Template options are easy to forget when you only look them up during a credential delivery task.
- Retrieve delivery templates on a recurring schedule.
- Review options before a credential needs to be sent.
- Keep the summary in a report channel.
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 list and summarize available credential delivery email templates.
- 4Choose a recurring schedule and report destination.
- 5Test with one real template lookup.
Questions about this workflow
Does this send credential emails?
No. It lists email templates available for credential delivery.
Can the report help me choose a template?
It can summarize the returned options to support your 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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