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Notis

Process prepared credential requests on a schedule

Use a recurring run for a prepared issuance request when its group and recipient details are ready.

Trigger

Recurring schedule

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

Action

Create, issue, and send credential

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

Why this helps

Ready-to-process issuance requests can linger when credential preparation is handled in separate steps.

  • Handle a prepared request in one create, issue, and send action.
  • Use a recurring run for requests whose required details are ready.
  • Receive a run report for the result.

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 give it a name and prompt.
  • 3Describe the prepared request and require a ready group and recipient details before using the action.
  • 4Choose a recurring schedule and a report destination.
  • 5Test with one real request that has the required details.

Questions about this workflow

When should this action run?

Use it when the group and recipient details are ready for the create, issue, and send request.

Does this only send an existing published credential?

No. This action creates, issues, and sends a credential in one request.

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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