Find a recipient's credentials from campaign details
Search for a recipient's credential records without switching into a separate manual lookup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Credentials
Search credentials matching criteria such as status, recipient, or date.
Why this helps
A simple recipient follow-up can take too long when credential status is buried in another system.
- Search with advanced filters and criteria.
- Use recipient details already included in the request.
- Summarize matches to support a clear follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Certifier once in the Notis portal.
- 2Create an automation that searches credentials using the recipient details in the request.
- 3Pick the Notis webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real recipient and verify the matching records.
Questions about this workflow
What search criteria can be used?
The action supports advanced filters and logical operators. Describe the criteria in the automation instruction and provide the needed recipient details.
Does the workflow send a credential?
No. It finds matching credentials. Sending requires a separate action after confirming the credential is published.
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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