Review campaign related credentials on a schedule
Get a focused view of credentials that may relate to an ActiveTrail campaign.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credentials
Lists credentials.
Why this helps
Credential records and campaign audiences live in separate places, making reviews easy to postpone.
- Retrieve paginated credential records for review.
- Summarize records relevant to supplied campaign details.
- Create a recurring review without rebuilding the query by hand.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Certifier once in the Notis portal.
- 2Create an automation that retrieves credentials and compares them with available campaign recipient information.
- 3Pick a recurring Notis schedule.
- 4Choose where run reports should go.
- 5Test with one real campaign and review the returned credential records.
Questions about this workflow
Does this action search credentials by itself?
It lists credentials with pagination. For advanced criteria, use the credential search action.
Can the workflow know which campaign recipients to compare?
It needs access to the relevant ActiveTrail campaign information or details supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Certifier. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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