Get a recurring credential records summary
Give your team a regular view of credential records connected to the campaign work they are doing.
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 accumulate while campaign owners lack time for a consistent review.
- Retrieve paginated credential records.
- Summarize records around campaign context you supply.
- Make credential review a repeatable routine.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Certifier once in the Notis portal.
- 2Create an automation that retrieves credential records and summarizes them for your campaign context.
- 3Pick a recurring Notis schedule.
- 4Choose where run reports should go.
- 5Test with one real campaign review and inspect the returned records.
Questions about this workflow
Does the list action support advanced filters?
Use the search credentials action for advanced filters and criteria. The list action retrieves paginated credentials.
Can this summarize an ActiveTrail audience?
Yes, if the workflow can access the relevant audience details or they are supplied in the instruction or request.
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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