Find recipient credentials before sending another follow-up
Check whether specified recipients already have credentials before you plan the next campaign follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Credentials V2
Searches credentials using advanced filters.
Why this helps
Without a quick credential lookup, you can spend time checking records manually or send a redundant follow-up.
- Search credentials with the v2 search action.
- Use supported query fields and operators to refine searches.
- Review matching records in a scheduled run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Accredible certificates once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to search Accredible credentials for the specified recipients and summarize matching records for follow-up.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real recipient search and review the matches.
Questions about this workflow
Does this search ActiveTrail contacts automatically?
The listed action searches Accredible credentials. Specify the recipients to search for in the automation instruction.
What search capabilities are available?
The v2 search supports filtering by group, recipient, dates, and other attributes using operators such as eq, in, lt, gt, lte, and gte.
Does the workflow issue a credential?
No. It searches existing credentials and reports matching records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Accredible certificates. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Accredible certificates actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Create Credentials (V2)
Creates multiple credentials in one batch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Group
Creates a copy of an existing group.
Create Collection
Creates a collection to organize groups.
Create Attribute Key
Create a custom credential attribute key; a department is required.
Create Evidence Item
Creates an evidence item for a credential.
Create Group
Creates a new group.
Create Credential
Create a credential for a recipient; the group must exist first.
Delete Credential
Permanently deletes a credential.
Connect any two apps with Notis in the middle.
ActiveTrail and Accredible certificates, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Accredible certificates.