Keep a recurring eye on selected credential records
Have Notis run a defined Certifier credential search on a schedule and bring the results to your report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Credentials
Search credentials matching criteria such as status, recipient, or date.
Why this helps
Repeatedly checking for credentials that match specific criteria creates small tasks that are easy to forget.
- Repeat an advanced credential search on a schedule.
- Use criteria such as status, recipient, and dates.
- Review matches in a Notis run 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, and name it.
- 3Describe the advanced credential criteria to search and how to summarize matches.
- 4Pick a recurring schedule and a report destination.
- 5Test the search with known criteria and one real run.
Questions about this workflow
What criteria can the search use?
Certifier supports advanced filters such as status, recipient, dates, and other properties, including logical operators.
Does the schedule update the matching records?
No. The search finds and reports matching credentials.
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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