Review credential interactions for follow-up
See the interaction history for a specific credential when it is time to plan a follow-up.
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
Credential interaction details can be easy to miss when campaign follow-up happens elsewhere.
- Retrieve interaction events for a specific credential.
- Use optional filters and pagination for the review.
- Prepare a concise summary for follow-up planning.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Certifier once in the Notis portal.
- 2Create an automation that retrieves interactions for the credential you identify and summarizes the results.
- 3Pick a recurring Notis schedule.
- 4Choose where run reports should go.
- 5Test with one real credential and review the interaction results.
Questions about this workflow
Can it review every credential at once?
This action retrieves interaction events for a specific credential. Provide the credential to review.
Can I limit the returned events?
The action supports optional filtering and pagination. Describe the review window or criteria you need.
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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