Find credentials that need follow-up
Use a recurring search to surface credential records that match your follow-up criteria.
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
Credential follow-up slips when teams must remember to repeat the same search manually.
- Search records using advanced criteria.
- Repeat a defined review on a schedule.
- Turn matching records into a concise follow-up summary.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Certifier once in the Notis portal.
- 2Create an automation with the credential status or date criteria you want to review.
- 3Pick a recurring Notis schedule.
- 4Choose where run reports should go.
- 5Test with one real search and check that results match your criteria.
Questions about this workflow
Does Certifier provide a specific expiration field?
Only use date or status criteria supported by the credential data. If expiration information is not available, supply the relevant dates or choose another available criterion.
Does this contact recipients?
No. It searches and summarizes credential records for follow-up planning.
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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