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Review credential interactions on a schedule

Make a recurring activity review easier by having Notis fetch interactions for a credential you specify.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Credential Interactions

Lists interaction events for a specific credential.

Why this helps

Keeping up with a credential's recorded activity can mean repeating the same manual check.

  • Automate a recurring interaction lookup for a specific credential.
  • Summarize returned activity for a quick review.
  • Send the report to a channel you already use.

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 provide a name and prompt.
  • 3Specify the credential and describe how Notis should summarize its interaction events.
  • 4Choose a recurring schedule and report channel.
  • 5Test with one real credential interaction lookup.

Questions about this workflow

Does this monitor every credential?

No. The interaction action is for a specific credential, which you need to identify in the prompt.

Can the lookup return a large history?

The action supports optional filtering and pagination.

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.

TriggerScheduled

Send a Credential

Sends a published credential by email.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create, issue, and send credential

Creates, issues, and sends a credential in one action.

ActionInstant

List Attributes

List available credential attributes.

ActionInstant

List Credential Interactions

Lists interaction events for a specific credential.

ActionInstant

List Credentials

Lists credentials.

ActionInstant

List Designs

Lists certificate and badge designs.

ActionInstant

List Groups

Lists groups.

ActionInstant

List Email Templates

List email templates available for credential delivery.

ActionInstant

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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