Surface credentials that match your review criteria
Use a scheduled search to bring credentials matching your chosen date or status criteria into a report for review.
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 can be missed when records need periodic checks against dates or status.
- Run a targeted search on a recurring schedule.
- Review credentials matching chosen criteria in one report.
- Reduce the effort of repeating the same search manually.
Setup
Build it in a few focused steps.
- 1Connect Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the recurring credential search.
- 3Tell Notis to search credentials using the date or status criteria you specify and summarize matching records for review.
- 4Choose a recurring schedule and a report channel.
- 5Test with one real search criterion and check the returned matches.
Questions about this workflow
Does this decide which credentials are overdue?
Only if you define suitable date criteria and the needed date information is available in Certifier search results.
Can I set the search criteria in the automation instruction?
Yes. Specify the criteria in plain language when describing the outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Certifier. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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